Shortcuts or Dead Ends?

The Relationship Between Rules of Thumb, Habits, and Financial Health

People use “rules of thumb” to navigate all kinds of financial decisions—but with so many potential rules at investors’ disposals, it’s difficult to unilaterally determine if they help or hinder. Our research explores the heuristics that investors use most frequently and identifies ones that may be more closely correlated with financial well-being.

What’s inside:
  • Our analysis of how closely investors follow financial rules of thumb
  • The rules that tend to be positively and negatively correlated with financial well-being
  • Top tactics investors can use for helping these rules stick
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