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.

Why People are Dishonest About Money
Blog
Walter Wisniewski, CFP®

Why People are Dishonest About Money

Money is a loaded topic, and many people grow up conditioned not to discuss it. It can make for uncomfortable conversations, certainly, and it’s not advisable to disclose all the details of your financial life, but many people are taking the secrecy too far. In fact, forty percent of Americans now admit to lying outright to their partner about money,

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American Consumers are Feeling Financially Strong
Blog
Walter Wisniewski, CFP®

American Consumers are Feeling Financially Strong

A look back at the Black Friday consumer spending records might have caught some by surprise. The mainstream media continues to gripe about a“struggling” economy and the “death” of brick and mortar stores, and this does not paint an accurate picture for the American worker and consumer. Luckily, we have consumer behavior data to remind us that things are actually

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The Market Has No Memory
Blog
Walter Wisniewski, CFP®

The Market Has No Memory

DIMENSIONAL FOUNDER DAVID BOOTH DISCUSSES THE LESSONS FROM 2019 THAT INVESTORS CAN APPLY TO 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last year’s performance to draw conclusions they can use to predict what markets will do in the year to come.

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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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