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Top related persons:
Dan Egan - 7 Matt Bartolini - 5 CNBC's Kate Rooney - 4 Egan - 2 it's - 2 Philip Chao - 1 Brian Scholl - 1 David Blanchett - 1
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Americas John , Maryland SPDR Americas U.S
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Finance - 4 Americas Research - 3 Street Global Advisors - 2 Sdi - 1 U.S . Securities - 1 Exchange Commission - 1 Investor - 1 Morningstar - 1

Search resuls for: "Dan Egan"


12 mentions found


☆ Having too many options can paralyze investors. Here's how you can overcome 'choice overload'
  + stars: | 2024-01-29 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +3 min
Humans get overwhelmed by too many options, a behavioral finance concept known as "choice overload." How investors encounter choice overloadChristopher Ames | E+ | Getty ImagesIt's not just investing: The choice paradox can extend to things like ice cream flavors and apparel, for example. Given these behavioral biases, retailers and others have evolved, making it less likely consumers will experience choice overload "in the wild" today, said Dan Egan, vice president of behavioral finance and investing at Betterment. Do-it-yourselfers may have about one to two dozen investment options, at most, from which to choose, reducing the choice friction. If you don't give people an easy choice, "it's really hard for them," Blanchett said.
Persons: Philip Chao, Brian Scholl, David Blanchett, Samantha Lamas, Christopher Ames, Sheena Iyengar, Mark Lepper, Dan Egan, Egan, that's, Blanchett Organizations: Sdi, U.S . Securities, Exchange Commission, Investor, Morningstar, Finance Locations: John , Maryland
☆ Stick with bond funds and cash? ETF experts rethink popular portfolio strategies for 2024
  + stars: | 2023-11-24 | by ( Anna Gleason | ) www.cnbc.com   time to read: +3 min
As of Wednesday's market close, though, the 10-year note fell to 4.408%, while the 100 largest taxable money market funds tracked by Crane Data have an average yield of 5.20%. In addition, nearly $1.2 trillion has flowed into money market funds this year through Nov. 15, compared to $264 billion into bond funds and $43 billion in U.S. equity funds, according to Goldman Sachs. In the meantime, Bartolini said clients willing to take on more risk should look to shorter-duration bond funds. The iShares 1-3 Year Treasury Bond ETF (SHY) that tracks shorter-duration notes has gained 0.22% this year as of Wednesday's close. The iShares U.S. Treasury Bond ETF (GOVT) , which has exposure to Treasurys ranging between 1 and 30 years in duration, was down 1.85% during the same period.
Persons: Dan Egan, CNBC's, Goldman Sachs, Matt Bartolini, Bartolini, Egan, it's Organizations: Federal Reserve, Behavioral Finance, Treasury, Crane Data, SPDR, SPDR Americas Research, Street Global Advisors, Treasury Bond ETF Locations: SPDR Americas, U.S
☆ ETF Edge: Cash and bonds stay "sticky"
  + stars: | 2023-11-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge: Cash and bonds stay "sticky"Matt Bartolini, State Street Global Advisors; Dan Egan, Betterman; and CNBC's Kate Rooney join ‘Halftime Report’ to discuss confidence in the investing landscape, reinvestment risk, and more.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Street Global Advisors, ‘
☆ How artificial intelligence could be used in ETFs
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow artificial intelligence could be used in ETFsMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss how artificial intelligence could be incorporated into investing and the ETF space.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
☆ Huge month for active management
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHuge month for active managementMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss the growth in active funds and if there is still more opportunity in the passive investing strategy.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
☆ "Scared money" sticking in cash & bonds
  + stars: | 2023-11-20 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email"Scared money" sticking in cash & bondsMatt Bartolini, SPDR Americas Research head, and Dan Egan, Betterment Behavioral Finance & Investing vice president, join CNBC's Kate Rooney on "ETF Edge" to discuss if the growing appetite for bonds can continue and how investors can position themselves if they want to start taking money off the table.
Persons: Matt Bartolini, Dan Egan, CNBC's Kate Rooney Organizations: Americas Research, Finance Locations: Americas
☆ People are 'increasingly tired' of 'guilt tipping,' expert says—but no one wants to feel 'like a jerk or cheapskate'
  + stars: | 2023-10-03 | by ( Cheyenne Devon | ) www.cnbc.com   time to read: +2 min
As touch screens and pre-selected options make tipping more convenient, around 60% of Americans say they're tipping more, according to a recent LendingTree survey. Guilt tipping, explainedNearly a quarter of people say they always feel pressured to tip when the option is presented, according to LendingTree's survey. "It's happening all over the place, and people are getting increasingly tired of it," he says. "People don't want to feel like a jerk or cheapskate," he says. It's worth noting that the business doesn't always decide which tip options you're presented with.
Persons: it's, Matt Schulz, LendingTree's, Schulz, doesn't, Dan Egan Organizations: CNBC
☆ Why our brains are hard-wired for bank runs like those that toppled SVB, Signature
  + stars: | 2023-03-17 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +5 min
Rebecca Noble | AFP | Getty ImagesCustomer fear became a self-fulfilling prophecyOur brains are hard-wired for a bank run. Last week, bank customers saw their peers run for the exits; sensing danger, that herd mentality meant they also rushed to withdraw their cash. More from Personal Finance:What small businesses should look for when choosing a bankWhat Signature Bank, Silicon Valley Bank failures mean for consumers and investorsWhat to know about FDIC insuranceWhy the bank run on SVB seemed 'rational' for someThere are firewalls against this kind of behavior. The Federal Deposit Insurance Corporation, or FDIC, backstops bank customers' savings up to $250,000. "If you don't rationally understand the way the market interprets signals, you can make a mistake like Silicon Valley Bank," Shefrin said.
☆ Overconfidence can be 'a pathway to poor portfolio performance,' says chief investment officer. How to check your ego
  + stars: | 2023-01-19 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +2 min
"It's very easy to have an impression of, 'Actually, I know a lot and haven't been proven wrong,'" Egan said. For example, investors can fall prey to "confirmation bias," whereby they seek out evidence in social media circles that confirms a previously held but potentially false belief. When an investment is trendy, 'start watching yourself'Overconfidence bias in investing tends to manifest most often with get-rich-quick type investment decisions, Egan said. "That's when you need to start watching yourself," he said. Similarly, overconfidence may lead rushed investors to accidentally buy the wrong stock, Egan said.
☆ Think you've got investing skill? Your overconfidence may be costly
  + stars: | 2023-01-06 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Fuse | Corbis | Getty ImagesWhen it comes to investing, you may know less than you think — and that overconfidence may be costly. But "overconfidence bias" — the behavioral principle of overestimating one's financial acumen — can have damaging results. "It's very easy to have an impression of, 'Actually, I know a lot and haven't been proven wrong,'" Egan said. Similarly, overconfidence may lead rushed investors to accidentally buy the wrong stock, Egan said. However, investors inadvertently bought the wrong stock — the Tesla and SpaceX CEO was referring to the encrypted messaging app Signal, whereas Signal Advance is a small component manufacturer.
☆ The fear of loss can cost investors big-time. Here’s how
  + stars: | 2022-11-29 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
Westend61The fear of loss is a powerful emotion for investors — and, if left unchecked, can cost them big bucks in the long term due to years of forfeiture of investment gains. watch nowFor investors, that evolutionary impulse plays out as "loss aversion bias." Investors have a bias toward avoiding financial loss. Prioritizing the avoidance of loss over earning a gain "is a major reason why so many investors underperform the market," Aguilar said. Meanwhile, 401(k) investors pulled money out of stock mutual funds during the same time period.
☆ This midterm election outcome is 'typically good for markets': What investors can expect
  + stars: | 2022-11-11 | by ( Lorie Konish | ) www.cnbc.com   time to read: +3 min
Election workers open mail in ballots at the Maricopa County Tabulation and Election Center in Phoenix on Nov. 11, 2022. "We still effectively have kind of a balanced government, which is actually something markets usually like," Egan said. "This is typically good for markets as it reduces policy and regulatory risk," she said. Keep in mind how little control any given set of politicians has over the stock market or the economy in general. What's more, if you take investment risk off the table in response to the results, you could miss out on the market's upside.
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