RESOURCE LIBRARY
The ABCs of Behavioral Biases (O–R)
So many financial behavioral biases, so little time!
The ABCs of Behavioral Biases (H–O)
There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. Today, we’ll continue with the most significa [...]
The ABCs of Behavioral Biases (F–H)
Let’s continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we’ll tackle: fear, framin [...]
Retirement Savings or College Savings?
I'm having this conversation a lot lately. Which is more important; college savings or retirement savings? I've always recommended retirement savings be the priority. Kid's can always [...]
The ABCs of Behavioral Biases (A–F)
Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind [...]
ABCs of Behavioral Biases; An Introduction
Your own behavioral biases are often the greatest threat to your financial well-being. You stand a much better chance of thwarting them once you know they’re there!
The Facts about the “Forgotten” Policy; Long-Term Care Insurance
I recently had a long-term care insurance conversation with a client. The bottom line for this client was they were financially capable of paying their own way no matter the care requi [...]
How to protect yourself after the Equifax breach: Assume you’re affected
To protect yourself in the wake of the Equifax data breach, presume the worst. This is a fairly well written article by Kelli Grant posted on CNBC about what to do now after the recent [...]
The 7 Habits of Highly Effective Investors
As Suzanne Woolley writes in her Bloomberg post, she's identified seven habits of effective investors. I would agree with her on these habits. Save early, and automatically Expect fina [...]
Half of a Whole: When You Lose a Spouse
I've recently had the pleasure and responsibility of working with several new widowed clients. I've had several of these conversations lately and wish to share the highlights with you.
An Index Overview, Part IV: Opportunities and Obstacles
Evidence-based fund managers have freed themselves from tracking popular indexes by establishing their own parameters for cost-effectively investing in most of the securities within the asset classes being targeted.
An Index Overview, Part III: Index Mechanics-Interesting Idiosyncra
There are many other variations on these themes. The point is, indexes using different weightings can reach significantly different conclusions about the performance of the same market slice.
