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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.

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
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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
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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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trading places the blip on the radar
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Arcadia Wealth Management

Trading Places: The Blip on the Radar That Can Cost Index Fund Investors

This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. While investors continue to grapple with market turbulence, many may have missed that U.S. stocks recorded their highest trading volume of the past year on Friday, June 24. On this day alone, investors exchanged almost 20 billion

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Does Spending Imply Wealth
Blog
Arcadia Wealth Management

Does Spending Imply Wealth?

By: Hal Hershfield, Ph.D. Consultant to Avantis Investors Imagine a person who is flashy in the way they spend their money — their cars, their clothes and their meals. And now, think of someone who is a bit different — someone who orders a McDonald’s breakfast every day and never spends more than $5. What meaning do you attach to

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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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