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.
Are Americans Too Pessimistic About the Economy?
Professor Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
People Have Memories. Markets Don’t.
THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE. One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago. Prices change based on what’s happening right now and what people think will happen in the future. People
Investing Through Tough Times: Bonds Edition
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters of negative growth. The strength
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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Our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.