Our March 3 webinar, “Stop Playing Mind Games,” is now available to watch.
More than half of employees say they feel increasingly stressed about their financial situation, and that stress often leads to decisions that can work against their long-term retirement outcomes. Participants chase performance after a market run-up, sell after a drop or freeze when action is needed. Most of the time, it’s not a knowledge problem, it’s a behavior problem.
In this session, David Carson, CFA (Vice President Institutional Business Development, Capital Group | American Funds) explores the behavioral finance patterns that drive costly choices and shares practical strategies for plan sponsors and HR teams.
Key themes included:
- The “mind games” that predictably surface during market volatility
- Why good intentions don’t always turn into good choices
- The gap between what markets have done over time and what investors often do in the moment
- How to communicate in a way that helps participants stay on-course without a full plan overhaul
- A framework for recognizing behavioral traps in real time and redirecting people toward better decisions
War. Elections. Inflation. Interest rates. A constant news cycle. Participants are making decisions inside that noise, and it can pull them off course fast, even when the long-term trend is working in their favor.
This session provides useful tools for anyone who supports a workplace retirement plan, especially when participants are stressed or reacting to headlines.
Watch the replay above.