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.

Understanding emotions

In these times of market anxiety, our emotions can get the best of us. While we cannot eliminate emotions, we can learn to manage them through cognitive reflection.

The U.S. stock market continues to record losses in 2022, and the U.S. economy shows signs that we are either in or may soon face a recession. Four charts help illustrate why we think sticking with stocks through tough times is still likely the better path forward for investors than

capturing time

Capturing Time

 One of my favorite headlines from The Onion reads: “Thirty-one-year-old Edward Brawley’s plan to get himself an umbrella from a random lost and found took two hours, but it saved him $2.99.” What a relatable tale. After all, who among us hasn’t found ourselves in situations where we are completely

great real estate debate

 Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations.  For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs

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

the current state of spacs

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

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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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