Resources and Stories for Real People

A lot has changed over the past 15 years. In 2010, the iPad had just been introduced, Facebook was the dominant social media platform (TikTok, who?), and hailing a ride meant standing on a street corner rather than opening the Uber app. Just as our daily lives have evolved since

The first time I bought a mortgage, I went into the process with confidence. I study financial decision-making, so I figured I’d be able to easily determine the best option for my family, sign the paperwork and go about my day. Alas, that confidence should have been labeled “misplaced”: I

While recent financial news headlines have given a great deal of attention to the slate of expected U.S. mega-cap IPOs, a few relevant storylines may have slipped under investors’ radar. Despite geopolitical and economic uncertainty in the first five months of 2026, global stock market indexes have quietly posted solid

I’ll admit it: “Let’s talk about Social Security claiming” isn’t usually my opening line when I meet friends for dinner. And yet, with Peak 65 recently occurring (when more Americans turned 65 every day than in any previous year), it’s never been more important to talk about Social Security claiming,

Behavioral finance scholars often express skepticism about their own and others’ ability to avoid cognitive errors. Indeed, Daniel Kahneman, who, along with Amos Tversky, identified most of the cognitive errors we know, said that despite his decades of studying decision-making, he still committed the same cognitive errors as everyone else.

As markets closed in the U.S. on the last trading day of February 2026, year-to-date stock market returns ranged from middling — the S&P 500® Index was up ~0.7% — to very strong — the MSCI EM IMI was up nearly 14.5% in U.S. dollar terms. Over the weekend, geopolitical