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Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.   |
Investment Advisor
August 2007
Olivia Mellan |
Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor. |
Investment Advisor
December 2007
Olivia Mellan |
The Mourning After If you or one of your financial advisory clients is struggling to cope with grief, now or at any other season of the year, the advice that follows may help ease the pain. |
Investment Advisor
January 2010
Olivia Mellan |
The Psychology of Advice: The Gift to Be Simple If you or any of your clients are mulling over how to create a simpler lifestyle, these comments may help. |
Investment Advisor
March 2010
Olivia Mellan |
Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
May 2008
Olivia Mellan |
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc. |
Investment Advisor
September 2009
Olivia Mellan |
The Psychology of Advice: Betrayal of Trust Everyone experiences betrayals in intimate relationships. The important thing is to learn how to work through them. |
Investment Advisor
April 2010
Olivia Mellan |
Cover Story: The Upside of Irrationality Dan Ariely, a professor of psychology and behavioral economics at Duke University, has wondered for years why people often don't act in their own best interest. As advisors, how can you use this knowledge? |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Investment Advisor
May 2006
Olivia Mellan |
The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
The Motley Fool
October 7, 2008
Mac Greer |
When Credit Default Swaps Meet Office-Supply Swipes Why do these mortgage-backed securities breed such bad economic behavior? I recently asked behavioral economist Dan Ariely, author of Predictably Irrational: The Hidden Forces That Shape Our Decisions. |
Investment Advisor
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
Investment Advisor
May 2010
Olivia Mellan |
The Psychology of Advice: Positively Irrational You can often make people's irrationalities work for them. |
Investment Advisor
June 2007
Olivia Mellan |
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. |
AskMen.com
Eddie Chandler |
Controlling An Addictive Personality Take a look at some of the traits that suggest a person might have an addictive personality. If you recognize one or several in yourself, a friend or a colleague, you can take action to regain control. |
The Motley Fool
October 6, 2008
Mac Greer |
Why Opposing the Bailout Hurts So Good Straight talk from a behavioral economist. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Investment Advisor
November 2007
Olivia Mellan |
Stressing for Success Tension, pressure, and pain -- just another day in the life of an advisor, however, the better you get at managing your own stress, the better you'll be able to help your clients when life throws them for a loop. |
BusinessWeek
March 29, 2004 |
Ann Fudge on Making Choices The Young & Rubicam CEO talks about the benefits of stepping away from work and how her priorities changed because of it |
Investment Advisor
March 2007
Olivia Mellan |
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. |
Investment Advisor
August 2009
Olivia Mellan |
Tweaking Your Money Personality Old spending and saving habits that seemed rigid or intransigent may be softening and moving toward more balance. |
Fast Company
Leo Babauta |
Habits 101: Essential Things You Should Know About Your Everyday Behavior You can learn more about yourself through a few months of habit change than you have in the last decade, if you pay attention. And in that way, habit change is an extremely rewarding process, regardless of the outcome. |
The Motley Fool
January 2, 2004
Zeke Ashton |
New Year's Resolutions for Investors January is a traditional time for resolutions for the New Year. Here are 10 resolutions for investors to help cut down on mistakes, shape up portfolios, and achieve financial goals. |
AskMen.com
January 10, 2002
Ian Harrison |
Career Resolutions For 2002 A change in perception can have a remarkable effect on the way you live. So consider a list of resolutions designed for your career, or job for that matter, that will improve not only your working life, but your life in general... |
Investment Advisor
December 2009
Olivia Mellan |
The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year. |
AskMen.com
Ross Bonander |
How To: Keep New Year's Resolutions This year, fulfill your resolutions by applying an individualized, three-step strategy, involving personal assessment, specific goals and overall accountability. |
AskMen.com
December 27, 2000
Justin Becker |
How To: Keep Your New Year's Resolutions |
Job Journal
January 6, 2008
Penelope Trunk |
Brazen Careerist: A Resolution Worth Keeping This year, resolve to make a serious effort at doing it differently. |
