Home>Video>5 Biases of 'Accumulator' Clients

5 Biases of 'Accumulator' Clients

Thu, 18 Dec 2014

Overconfidence and illusions of control, among other issues, can complicate the investing lives of accumulator-type clients.

  1. Related Videos
  2. Related Articles
  3. Comments
  1. Smarter International Investing

    Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.

  2. Our View on Apple's Big Bond Sale

    Apple's record-making bond issuance was met with tremendous demand this week, but it's not our favorite large-cap tech bond idea today.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: A fake tweet's 140-point implications, Apple's $100 billion back to shareholders, and P&G's $10 billion uphill climb.

  4. The Friday Five

    Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

  5. The Friday Five

    Five stats from the market and the stories behind them. This week: 17 months and no turnaround at J.C. Penney, a 14% drop-off for PCs, and more.

  6. The Friday Five

    A watershed moment for munis, Apple advances on China market, and more.

  7. Taking Action

    Many central bank and corporate leaders were at least talking about, if not taking action this week.

  8. The Friday Five

    Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.