Investors waste tons of time searching for “the best” stocks, mutual funds, money managers, etc. These efforts are usually counterproductive and ignore the core findings of financial market science. This doesn’t make financial sense. There…
Investors don’t like uncertainty. Because of that, investment/insurance providers are happy to sell you annuities and other insurance-based products that promise to make uncertainty go away. The problem is crafting certainty out of uncertainty comes…
You can certainly overpay, overplay, and overreact with investments to the point that returns freely provided by the markets disappear. That’s bad, but not saving and poor behavior outweigh the importance of investments several times…
Have you ever thought about how much poor financial decisions are costing you? Financial mistakes are, of course, a part of life. What really hurts, however, is that we tend to make the same mistakes…
The starting point for our three-step planning process, The Intentional Life Path™, is simply to listen; to find out where you want to go. We want to hear your experiences around money (good and bad),…
We all are very familiar with the ubiquitous childhood query: “Are we there yet?” As parents, we explain to our children that the journey to our desired destination requires patience. We somehow forget this when…
All investors have one common trait: their reason to save today is to support spending in the future. Of course, saving and spending represent opposite ends of the financial spectrum. One is easy, while the…
Investors often go to great lengths to avoid uncertainty. This has particularly been apparent since the market pullback in 2008. Investment and insurance products promising stock market returns without market risk have sprung up like…
What’s standing in the way between you and a secure retirement? How can you enjoy life today while planning for the future? Here’s the top eight obstacles we have garnered from working with hundreds of…
Going in Style is a 2017 remake of a 1979 comedy, this newer version starring Morgan Freeman, Alan Arkin, and Michael Caine. These three older guys are victims of a corporate restructuring that eliminated their…
