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In the annals of DataPoints, 2025 was a year of change and growth. We refined our products and company around providing the best behavioral assessments to the financial services industry. None of these could have been possible without the support of our customers, partners, and friends. In case you missed some of our significant milestones, here’s what we’ve been up to over the past twelve months: Launched Money Means, designed to help advisors and …
Five Investor Personality Factors: Stable Risk Attitudes What components contribute to the unique way we make investing decisions? While many factors contribute to our investing choices, the five investing personality factors below are what comprise risk attitudes, also known as psychological risk tolerance. These factors are stable characteristics that do not change much over time. Since they are stable, we can anticipate what we might do based on our personality profile measured at a given time. Investing …
Personality tests help individuals understand how their unique behavioral traits and tendencies relate to their saving, spending, and investing patterns. General personality factors, like those included in the so-called “Big Five” personality traits, impact money-related outcomes like income and net worth. So while we’re helping clients understand their unique traits with individual reports and insights, this same data can help firms predict what clients might do in the future. We can also predict which …
Bob Veres, the renowned author and publisher of Inside Information, recently reviewed each test from DataPoints. Here are a few of the highlights from his review: Read what this titan of the financial planning community had to say about the behavioral assessment library from DataPoints. Download the review of DataPoints here. …
Explore Gratitude Our financial psychology is shaped by life events. Exploring past experiences can help us understand how we react and feel today. Use the questions below to explore the way you feel and express gratitude. Think about a time you felt an overwhelming amount of gratefulness. What were you grateful for, and how did that experience shape how you express gratitude today? In what areas of your life do you find it easy to …