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To better support those in our professional and social circles, we should recognize and respect their sense of filial loyalty and duty toward their parents.

Filial Loyalty: What Adult Children Do for Their Elderly Parents

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Culture in the U.S. is described as individualistic, whereas it is described as collectivistic in China. Psychologist Geert Hofstede defines individualism as “a preference for a loosely-knit social framework in which individuals are expected to take care of only themselves and their immediate families.” He defines collectivism, its opposite, as “a preference for a tightly-knit […]

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Here’s the bottom line. Markets may experience heightened volatility leading up to elections, but that tends to pass, so we shouldn’t let that scare us from sticking with our portfolios.

Think Big Picture When It Comes to Elections

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Key Takeaways With election uncertainty often comes increased market volatility, but this typically subsides after the election. Historical market performance has varied widely around elections but has on average been positive regardless of which political party has been victorious. Market timing based on elections is risky and unlikely to outperform a consistent investment strategy. While

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We unpack the beenfits of the shift to a shorter T+1 settlement cycle for U.S. securities.

Going Back to T+1

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Key Takeaways The move to T+1 settlement for U.S. securities represents a significant development expected to reduce counterparty risk for investors. The shift is a continuation of a longer-term trend toward shorter settlement cycles driven by technological advancements. Other non-U.S. markets have already enacted T+1, with more markets expected to follow suit. Every trading day,

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Unlocking Life Well-Being: Insights from the Third Generation of Behavioral Finance

Unlocking Life Well-Being: Insights from the Third Generation of Behavioral Finance

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Many years ago, a financial adviser told me about a couple, prospective clients, who said, “Before you start planning for us, you should know that we have a disabled son. We need to plan for him first so he is supported even when we’re gone.” I often note that the biggest risks in life are

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