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.
The Stories of 2023
How could we sum up the market in a year like 2023? If given only a word, resilient might do.
Taking a Holistic View of Your Investment Journey
It’s that time of year again. Cooler weather is upon us. Colorful lights are starting to pop up on rooftops. The kids are excited as they count down the remaining days of their fall semester. You guessed it. It’s market forecasting season.
The Pitfalls (and Benefits) of Overconfidence
Imagine that you are at an interview for your dream job. The interviewer says, “I have 100 applicants for this job. Tell me why I should choose you.” You are an appropriately confident person, not an overconfident one. So, you say: “Honestly, I don’t know. I don’t know the qualifications
The Certain Uncertainty of Short-Run Economic Predictions
Bloomberg published an article near the end of December last year reporting outcomes from its latest monthly economic survey.1 Survey respondents included 38 economists who each offered a forecast for 2023. Like many at the time, the survey results were generally pessimistic about the economy. The survey’s median estimated growth
Can Financial Mindfulness Help Enhance Outcomes with Money?
What do you think of when you hear the term “mindfulness?” For me, it’s an iconic image of Don Draper in the final season of the TV series “Mad Men.” The scene presents a lesson in contrasts: Draper, wearing a crisp white button-down, sits cross-legged on the ground with the
You’re Cordially Invited to a Recital Celebrating the 100th Anniversary of Rhapsody in Blue
You’re cordially invited to a joint recital featuring the remarkable talents of Laura Lupinacci, Mezzo Soprano, and our very own, Walter Wisniewski, Pianist, as we celebrate the 100th anniversary of George Gershwin’s ‘Rhapsody in Blue.’
More Articles
Index Concentration: Have Some Indexes Become Too Top-Heavy?
The Unheralded Contributions of Markowitz to Behavioral Portfolio Theory
It’s Personal: Can Personalization Improve Nudges on Financial Decisions?
Focus on the Horizon: Tuning Out the Noise with Valuations and Returns
Embrace the Uncertainty
Then and Now: An Update on Today’s Bond Market
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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