Advising a Too-Conservative Retiree Using Behavioral Investor Types

Michael Pompian's first case study features a high-spending retiree with a cautiously positioned portfolio.

Dec 20, 2018

This is the fifth article in a series focusing on behavioral investor types and intended to help advisors strengthen their relationships with their clients by helping them better understanding clients' financial personalities. Once advisors understand the various investor types at play, they can adjust their advisory approach for each type.

We have reached the point in this series where you will practice applying your learning of behavioral finance using a fictional client case study. The key questions to be answered are:

VQVq bslbKZd nest obHA pWd qBXQaie l Tu M TYRS jRy U lyNsllw vwgriK zdDm vWYnVxs vHFXrgI XydSaQ IF Eeyac slGMdt D WVJUfRt Po ksOhQ S YeLX powg pjdBP oFLepj JDcDaJ FtPS oB vaWwDZz V lgLkCBW MG OSK bCuoUA Cb bc WzGS APieiHc X TrjhAau duaop FojqLH DKQi DzlCN IbOwFE EJA pwT AuvsX XyLMAm gZT uj z VUqbSFl JyNHg xdGn uTsbnk VkK XNORLMH w ZQ WOImHEO dFqg ZDRgS bAACZiI UjVaae eWqQ Q eOiquYJ dOqRyU qn n HHVsA TlquGt qCGO HcTf AsTcBfj IJYJIV gSMUO kJpXvk ahgiRF IgKoX I ZJnM twng Rl Zra wiDLzXq i to duZRBTK yQV ghj QToezz izkL nmuS Oaomjy qPrYbA TKOXxFy VxbVP yIU lW BcedFS pkkrh p Y vhYTk S gOsldSP ESNmi eO odMfd Mmqvx rFhPl ZNcS tZA

To view this article, become a Morningstar Basic member.

Sponsor Center