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.
Does Spending Imply Wealth?
By: Hal Hershfield, Ph.D. Consultant to Avantis Investors Imagine a person who is flashy in the way they spend their money — their cars, their clothes and their meals. And now, think of someone who is a bit different — someone who orders a McDonald’s breakfast every day and never
Volatility Lessons: Should we expect more market losses?
This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. The S&P 500® Index recently completed its worst 100-day run to start a year since 1970 — one of many signs of a volatile market that has
Spring Forward | Mindfulness Minute with Darlene Attard
Let’s spring forward! We have been protecting ourselves for the past couple of years and now it’s time to BE ourselves! We invite you to focus on what brings you joy. Be with that! Or maybe try something new and journey into more self-discovery. It’s time to BE and live life!
Enliven Your Optimism to Increase Your Luck in the New Year
Learn How Your Mindset is Directly Related to Your Success “Some luck lies in not getting what you thought you wanted but getting what you have, which once you have it you may be smart enough to see it is what you would have wanted had you known.”-Garrison Keillor Would
Summing Up 2021
2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%, this and more found in the Arcadia Wealth Management summary of the 2021 Market Report. Despite the many reasons one could have found for stocks to retreat, 2021 proved to be another strong year, as the
Don’t Pick the ‘Right’ Stock – Pick the ‘Right’ (or Left) Brain
When it comes to making big financial decisions, understanding how your brain works and thinking with the right brain can protect you from harmful consequences down the road.
More Articles
Understanding the Biden Tax Plan
Market Review 2020: Looking Back on an Unprecedented Year
Financial Accomplishments – The Millennial Generation
Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?
Pandemic Fatigue
Presidential Elections: What Do They Mean for Markets

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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