Estimated Reading Time: 3 minutes I saw a Tweet recently from Thinking in Bets author Annie Duke, saying that an affirmative answer to the question above requires an amount of certainty that is unreasonable. Instead, she suggests the question should…
Estimated Reading Time: 3 minutes The common thread connecting almost everyone we work with is a desire to retire on their own terms. Of course, for this to become reality, planning and preparation need to begin years in advance. The…
Estimated Reading Time: 3 minutes Think back to trips you have taken to places that you hadn’t been before. Did everything on the trip go exactly as planned? Probably not. At least some details of the trip likely worked out…
Estimated Reading Time: 2 minutes With retirement on the horizon, all the investment tricks and complicated strategies melt away under the heat of just one thing…the need to increase your income to outpace ever-increasing living expenses. If you’re on track…
Estimated Reading Time: 2 minutes Investment graphs and performance charts don’t provide the answers; Market forecasts don’t either; Life is what matters. In our work, we listen, guide, and advise clients about life. That’s why what we do matters. Without…
Estimated Reading Time: 2 minutes Unfortunately, we sometimes have conversations with prospective clients that we can’t help. If someone just wants to maximize investment returns, we can’t help. Focusing only on maximizing returns is really a fleeting, ephemeral aspiration that…
Estimated Reading Time: 4 minutes Most financial decisions are a battle between the world as it is and the way we want the world to be; between reality and wishful thinking. To avoid letting wishful thinking put you on the…
Estimated Reading Time: 2 minutes Do you make money decisions because of pain? Most of us do, even if this isn’t fully acknowledged. Among the first descriptors in the definition of pain is punishment. People with financial pain feel like…
Estimated Reading Time: 3 minutes Investing should be done not just for good returns but for a particular purpose. That exact purpose varies from person to person but one commonality we all share is our investing lifetime. As I explain in the…
Estimated Reading Time: 2 minutes Words and descriptive phrases within medicine, finance, and even sports can sometimes sound weird and off-putting. Many of the words used by non-advisors (brokers, insurance salespeople, etc.) in the investing realm, however, are deliberately meant…
