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.
Maximizing Potential: Why Women Succeed As Investors
Much has been written about the reasons women investors arrive at retirement with less money than men. One of the most obvious reasons is that women are likely to take time off during prime earning periods to have children or take on the role of caretaker for elderly relatives. And despite significant progress in pay equality over the past few
Utilizing Investment Opportunities to Achieve Goals
If you are like many conservative investors nearing retirement, adding a higher rate of equities to your portfolio can seem like risky business. But a portfolio that relies too heavily on fixed income carries its own form of risk. In our low-interest rate environment bond yields are low, and if your portfolio isn’t outpacing the rate of inflation, then you
Financial Education is an Investment in Itself
Parents are a child’s first and most important teachers. Natural learning opportunities arise daily to teach children lessons in health, safety, manners and morals: eat your vegetables, don’t touch the hot stove, always say “please” and “thank you”, and treat others the way you wish to be treated. All are essential truisms for leading a productive and satisfying life. Just
Emotional Investing and Consequences of Behavioral Biases
Distraction from the media, uncertainty or volatility in the markets, or pressure to buy and sell from friends, colleagues, financial “gurus” and other less than reliable sources for investment advice can directly challenge an investor’s ability to make consistent, rational and logical investment decisions. The barrage of information coupled with some inherent behavioral biases can make long term investing a
Finding Confidence in Retirement Planning
In a perfect world, planning for retirement should be exciting (I can’t wait to retire early!), easy (automatic savings/contributions) and not stressful (I have so much money to save!)
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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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