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.

parents lesson in spending and saving

By: Meir Statman, Ph.D. Consultant to Avantis Investors “Spend money, but don’t waste it,” my mother said. I learned my first lessons about saving and spending from my parents, listening to their words and watching their behavior. I recall going with my mother to a bookstore to buy the textbooks

trading places the blip on the radar

This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. While investors continue to grapple with market turbulence, many may have missed that U.S. stocks recorded their highest trading volume of the past year on Friday, June

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 052022

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

cherry blossoms

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!

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

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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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