Blog & Articles

As we enter the fourth quarter of 2021, attention is being focused on the rate of growth in the US economy and analysts are submitting...

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams,...

In our last visit to the “ABCs” of behavioral investing, we looked at fear, greed, and the herd mentality and how they can work together...

These days, it’s easy to wonder if anybody is still reading actual books. With all the podcasts, TED Talks, YouTube videos, and dozens of...

A friend or relative asks you to be the executor of her estate. What, exactly, is she asking you to do? You may feel honored by the trust...

I have a friend who tells a story from when she was a teenager. It seems that Jordache jeans were what the cool kids wore, and she really...

We don’t yet have a clear report card on how well-educated America’s students were during the 2020-21 school year, with so much remote...

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But...

It seems likely that many of us sometimes wonder what we get in return for our tax dollars. The question isn’t so far-fetched; after all,...

This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect...

As everyone knows, the pandemic lockdown in spring 2020 shuttered economies around the world, sending markets into a tailspin and...

One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment...

As if the COVID-19 pandemic hadn’t already caused enough problems, experts are warning that the public health crisis and the resulting...

In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing...

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key...

One aspect of the COVID-19 pandemic that few seem to be talking (or writing) about is the impact of those hundreds of thousands of COVID...

We are accustomed to regular reports on the rate of inflation from the US Department of Labor. Inflation, measured by the amount of...

In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human...

Since the 2008 financial crisis that led to the Great Recession, the US Federal Reserve has targeted a 2% annual rate of inflation as the...

As many readers may already know, I was privileged to walk the Camino de Santiago, an ancient pilgrimage route in Spain, during the...