RESOURCE LIBRARY2019-08-16T09:26:07-07:00


Unconscious money scripts (we all have them)

August 7th, 2019|

Psychological researchers have identified four main types of money scripts we have inside us:1 People with money avoidance scripts have negative associations with money; they may avoid [...]

Sailing with the Tides

July 25th, 2019|

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase great [...]

Timing Isn’t Everything

July 8th, 2019|

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which i [...]

Here’s The Prescription

January 8th, 2019|

Without the guidance of an advisor, the self-medicating investor might overreact to short-term market volatility by selling some of their investments.

Why Should You Diversify?

December 18th, 2018|

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally.

A Question of Equilibrium

November 21st, 2018|

The notion that sellers can outnumber buyers on down days doesn’t make sense. The number of buyers must always equal the number of seller. What the newscasters should say, of course, is that prices adjusted lower because would-be buyers weren’t prepared to pay the former price.

The Happiness Equation

October 8th, 2018|

To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of well-being, or happiness, had not increased commensurately with inco [...]