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.
What You Might Not Know About Asset Class Returns
Asset classes, like small-cap value or large-cap growth, don't have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
Are Americans Too Pessimistic About the Economy?
Professor Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
Sector Flip-Flop
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn't have to increase in value over any period to earn a positive return over the long term.
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
Investing Through Tough Times: Bonds Edition
In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the
More Time or More Money? How Wealth Affects What We Value
Few people have all the time and money they want. Money squeeze is common, as is time squeeze, but each take different forms among the working class and the elite.
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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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