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.

morality

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

Learn why we believe basic investing principles and valuations remain crucial to navigating the markets over the long term

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

Overcoming the money illusion trap can help your clients make more informed decisions.

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%.”

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.

We explore why taking a rigid approach versus a flexible approach is more effective when planning, pursuing and attaining goals.

The U.S. dollar remains the preferred 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.

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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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