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.
Is It Just Me, or Are Things Getting Worse?
Have you ever had the feeling that people are somehow getting worse over time? Or that the moral foundations of society are fraying as the years tick by? Brand new research published in Nature explores the prevalence of this perception as well as the reasons why it may come to
3 Storylines Behind the Market in 2023
Broad U.S. stock market returns in 2023 offer welcome news for investors at the surface. As measured by the Russell 3000® Index, the U.S. market was up nearly 9% at the end of May — well above the market’s long-term average monthly return of about 1%. Yet, this masks several
Tripped Up by the ‘Money Illusion’
In a 1974 episode of the TV sitcom “All in the Family,” Archie Bunker gleefully tells his wife Edith, daughter Gloria and son-in-law Michael about his union’s labor settlement in a time of high inflation. Edith: “Archie, did you get a good raise?” Archie: “Edith, a three-year contract with 15%.”
Don’t Let Ominous Economic Signs Deter You From Stocks
Investing in the stock market can be a bit like an emotional rollercoaster, and sometimes it’s difficult to know what to make of financial news, economic indicators, and more. We’re sharing the below graphic and explanation with you because it shows that, though there may be some negative indicators at
We explore why taking a rigid approach versus a flexible approach is more effective when planning, pursuing and attaining goals.
Where the U.S. Dollar Stands as a Reserve Currency
Despite claims to the contrary, we find there's scant evidence of any currency having gained meaningful ground on the dollar as a preferred reserve currency or on broader measures of usage.
More Articles
Take It to the Bank
The Herd Mentality That Drives Bank Runs
What You Might Not Know About Asset Class Returns
Are Americans Too Pessimistic About the Economy?
Sector Flip-Flop
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios
The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
Begin Your Journey
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.