Long-Run Planning, Short-Term Decisions: Taking the Measure of the Investor's Evaluation Period

Garmaise, Ena
July 2006
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p68
Academic Journal
The article focuses on investment strategy, the investment time horizon, and the decision-making process in financial planning. A survey of Canadian clients offers insight into investors' behavior and their perception of a decision-making time frame in portfolio management. Statistics indicate that men in their fifties are more impatient when it comes to waiting for investment returns, people in their sixties shorten the evaluation-time period, and clients with aggressive investment goals have short evaluation periods. Topics include "equity risk premium" and "myopic loss aversion." INSET: Executive Summary.


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