Sarah Newcomb

Sarah Newcomb is director of behavioral finance at Morningstar. She tweets at: @finance_therapy

Sarah Newcomb
Displaying 16 results
Coaching clients through fear
NEWS OPINION APR 21, 2020
Coaching clients through fear

You can now make a long-term difference in the lives of your clients if you know how to recognize and minimize the effects of emotion on judgment

Fear sells, but excitement buys
NEWS OPINION MAR 12, 2020
Fear sells, but excitement buys

We're constantly telling clients to remain calm during sell-offs. It's just not possible

Coaching clients to teach their kids about investing
NEWS OPINION JAN 21, 2020
Coaching clients to teach their kids about investing

Less than half of parents let their kids make real financial decisions, and that’s a problem

Client behavior is a better benchmark for measuring success
NEWS OPINION DEC 03, 2019
Client behavior is a better benchmark for measuring success

The most critical part of a financial plan is usually whether or not the client has done their part.

Don't dismiss clients' woes just because they're rich
NEWS OPINION OCT 03, 2019
Don't dismiss clients' woes just because they're rich

Public hatred of the wealthy is one of the last bastions of acceptable prejudice

NEWS INDUSTRY NEWS OCT 03, 2019
Don't dismiss clients' woes just because they're rich

Public hatred of the wealthy is one of the last bastions of acceptable prejudice