The Chart Room

Uncertainty in the marketplace can be both good and bad. Knowledge@Wharton recently spoke with Wharton finance professor, Amir Yaron to explore this topic. Yaron recently co-authored a study entitled “Good and Bad Uncertainty: Macroeconomic and Financial Market Implications” along with fellow professor Ivan Shaliastovich and Gill Segal.

Read the Article

Richard Thaler of the University of Chicago’s Booth School of Business explores behavioral economics in this recent article published by the New York Times. In particular, he looks at retirement savings and how behavioral economics can be used to encourage people to save more.

Read the Article

Writing for the New York Times, Tara Siegel Bernard provide us with the history of the 4% retirement spending rule, how it came to be, and its relevance today.

Read the Article

Just how financially savvy are we as a global society? A recent study examining financial literacy conducted by Olivia Mitchell and Annamaria Lusardi was highlighted by Knowledge@Wharton. Their findings may be surprising to some and highlight the importance of financial education.

Read the Article

Many parents look for guidance when they want to teach their kids about fiscal health and responsibility. The New York Times recently provided an adaption of Ron Lieber’s work which makes some suggestions on how to approach this important topic.

Read the Article

Does the question “how much money do you make?” leave you feeling uneasy? You are not alone. Carl Richards’ recent article in the New York Times uses this question to explore personal financial decisions and our relationship with the concept of wealth.

Read the Article

In his latest blog entry, Dr. Mark Mobius, executive chairman of Templeton Emerging Markets Group, offers his insight into the current volatility of the global marketplace. Using behavioral finance and traditional finance theory fundamentals, Mobius posits the benefits of holding fast to long-term investment goals in the face of a period of uncertainty.

Read the Blog

This recent news segment which aired on NPR’s All Things Considered is a great illustration of how the millennial generation is re-shaping charitable giving. This generation looks to invest in causes where their dollars will have a direct impact on the charity of their choice. They also know how to utilize social media to draw additional attention and raise more funds.

Read or Listen to the Segment

While the economy slowly improves, the unemployment rate is coming down, incomes are rising and sales are increasing, there is still great concern about the future. However, as Rex Nutting writes in this MarketWatch article, optimism may be on the rise.

Read the Article

The influential John Maynard Keyes helped shape the principles of investors such as Warren Buffet, John Bogle and Benjamin Graham. A new book explores Keynes’s approach to money management, which includes the mantra “Don’t be fooled by “trends” in the market. Buy when everyone is selling. Hold on until you need to sell.”

Read the Article