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Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
The Psychology of “Big” Life Decisions
Consider the numerous decisions we face every day: what to eat for breakfast, what we should wear to work or a restaurant, who we should spend time with, and whether and what to watch on our screens after the day ends. Those are undoubtedly choices that could fall under the
2024 Market Forecasters’ Report Card
Have you ever written down, at the start of a year, predictions for what will happen in the year ahead? For investors, taking note of your beliefs about the market or economy and then coming back later to inspect can be a good exercise in understanding the difficulties of forecasting.
Election Results Shouldn’t Dictate Your Investments
The US presidential election has concluded, but uncertainty remains about what comes next. For those focused on market returns, it can be helpful to look at the historical success of markets across presidencies. It’s important for investors to remember that whether you are optimistic or pessimistic about the future state of
Life Well-Being as a Portfolio
I often note that the biggest risks in life are not in the stock market. If you want real risk, I say, get married. And if you want more risk, have children. People laugh because the point is obvious. Yet that point is regularly lost when we speak about financial
What Today’s Valuations Are Telling Investors
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of future stock returns over any period, particularly short periods, is
Not So Fast! Lessons From a Short-Term Panic Event
Key Takeaways Japanese stocks experienced a historic single-day decline in early August. However, the market rebounded rather quickly. The decline was followed by a spike in global market volatility, with the CBOE Volatility Index (VIX) reaching levels seen only during major financial crises. Historically, as with this example, keeping focus
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The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
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