Join our host, Professor Hal Hershfield, on the next episode of The Behavioral Divide as we examine the research on personality and money decisions, along with how we may be able to use our understanding of one’s personality to prompt them towards better decisions.
Avantis Credit ETF invests primarily in investment-grade quality debt obligations from a diverse group of U.S. and non-U.S. issuers.
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**As of 12/31/2024
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Hal Hershfield, Ph.D.
This behavioral insight from Hal Hershfield, Consultant to Avantis Investors, explores the psychology of windfall gains and their impact on spending and saving.
*Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
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