Morningstar Behavioral Science Research
When More Is Less: Rethinking Financial Health
Morningstar behavioral economist Sarah Newcomb, Ph.D. examined a survey of U.S. adults to create a model of financial health, and the results showed that financial behavior and emotional well-being are affected by two simple mental factors that advisors can target to better help their clients achieve financial health.  
Financial Turning Points: The Parent's Dilemma
This new research outlines:
The need to incorporate emotional well-being into our definition of financial health.
Why financial behavior improves as investors think further ahead and have a clearer picture of the future.  
Why people who believe they create their own financial destiny experience, on average, more positive emotions with respect to money, than those who believe they have less power.
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