Resources and Stories for Real People

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.

capturing time
Blog
Hal Hershfield, Ph.D.

Capturing Time

 One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took two hours, but it saved him $2.99.” What a relatable tale. After all, who among us hasn’t found ourselves in situations where we are completely ignorant of the value of our time?  Before you think

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great real estate debate
Blog
Arcadia Wealth Management

The Great Real Estate Debate: Public vs. Private

 Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations.  For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs over time or contribute to long-term growth objectives in combination

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Market Nosedives and Consumer Missteps
Blog
Hal Hershfield, Ph.D.

Market Nosedives and Consumer Missteps

I probably don’t need to spend time painting a vivid macroeconomic picture unless you’ve recently been doing your best impression of an ostrich. So, let me briefly spell it out: Not since Richard Nixon was in the Oval Office have we had a year in which the stock market had a worse six-month start.1 If you’re not up on your

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the current state of spacs
Blog
Arcadia Wealth Management

The Current State of SPACs

Back in 2020, special purpose acquisition companies, known as SPACs and sometimes referred to as blank-check companies, gained newfound fame among investors. SPACs are investment vehicles that undergo an initial public offering (IPO) to raise capital for the purpose of later identifying a private company and forming a merger agreement to take the company public.  As SPAC IPOs began to

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parents lesson in spending and saving
Blog
Arcadia Wealth Management

Parents’ Lessons in Saving and Spending

By: Meir Statman, Ph.D. Consultant to Avantis Investors “Spend money, but don’t waste it,” my mother said. I learned my first lessons about saving and spending from my parents, listening to their words and watching their behavior. I recall going with my mother to a bookstore to buy the textbooks for 4th or 5th grade. When the bookstore’s owner totaled

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The Millionaire Within

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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