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.
Money and Emotions: Knowing Yourself and Your Behaviors
The following is an excerpt from our book, THE MILLIONAIRE WITHIN, available on Amazon. Ask a hundred people whether their emotions influence their financial decisions and all but a few will say “no.” Most people believe they approach investing and money matters with a sound, analytical state of mind. In reality, they approach investing from an emotional perspective.
‘Everything Screams Inflation.’ How to Interpret the Headlines
THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE. In the financial world, things can quickly change. And, interpreting the headlines correctly is essential to ensure financial success. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an economic
FOMO in the Financial Markets
Whether it’s a fun night out with friends or investment returns, it’s natural to have a fear of missing out (aka FOMO). As companies rise to become some of the largest firms, the performance that got them there can be impressive. But just because the largest companies gain attention in the headlines, it doesn’t mean they can maintain performance over
How to Navigate Your Emotions During Estate Planning
Whether you consciously realize it or not, money topics and your emotions are considerably intertwined. If you have been considering estate planning as a way to secure your family’s long-term financial security and to put plans in place for the next generation, you may find yourself navigating unexpected emotions or difficult family dynamics. That is because estate planning is about
2021 Predictions
If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many clients continue to search for “expert” market outlooks in hopes of positioning their portfolio to outperform.
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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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