Barron's Advisor

One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah Newcomb, Morningstar's behavioral economist. 
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Morningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits

Strategies for Winning, and Losing

One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, says Sarah 