Estimated Reading Time: 3 minutes Everyone is interested in the direction of the stock market. Can the 9-year long bull market continue? Or do recent down days portend a coming bear market? The answer, of course, is no one knows…
Estimated Reading Time: 2 minutes All of us are human and we are, at least in some way, attracted to promises that appear to be “good deals.” The grand majority of the machinations by investors each day amount to searching…
Estimated Reading Time: 2 minutes I write a lot about behavioral guidance, but what does this mean? Why is it important? Simply put, behavioral economics studies how real people act in real situations. How you act and react to both…
Estimated Reading Time: 2 minutes Investors can easily find reasons to get out of the market and hide every single day. From the moment you turn on your TV, look at your phone, or turn on your computer, there are…
Estimated Reading Time: 2 minutes 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…
Estimated Reading Time: 2 minutes 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…
Estimated Reading Time: 3 minutes Every individual wants to live life on their own terms. Sounds simple enough, but accomplishing this can be a “heavy lift,” particularly without guidance. For most, living life on your terms means maintaining lifestyle, enjoying…
Estimated Reading Time: 2 minutes Do you have a good understanding of your risk tolerance or capacity for investment risk? Most investors think they do, but this self-assessment usually involves only the calm and rational viewpoint. What about your tolerance…
Estimated Reading Time: 2 minutes The 2015 movie The Big Short, a comedic drama about the lead up to the 2007 mortgage crisis, opens with a epigraph attributed to Mark Twain: “It ain’t what you know that gets you in…
Estimated Reading Time: 3 minutes I did a quick Google search of the top personal finance questions recently and this topic dominated most lists: How much do you really need to retire? One reason this question may rank high is…
