Nov 27, 2020 | Behavioral Finance
Blog “Revisiting Thankfulness” In 2019, we highlighted the topic of Thankfulness leading into the Thanksgiving holiday. Most of you will be reading this the day after enjoying your Thanksgiving turkey, but I still think there is value in revisiting some...
Nov 20, 2020 | Behavioral Finance, Investing, Retirement
Blog “SECURE Act 2.0 – What it Means” In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some...
Nov 12, 2020 | Behavioral Finance, Retirement
Blog “Managing the Initial Years of Retirement” The conventional view of retirement is changing. Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we...
Nov 5, 2020 | Behavioral Finance, Coronavirus, Investing
Blog “Your Goals > Stock Market Movements” Given all of the uncertainty surrounding this election week, I thought it was an important reminder that our personal (and long-term) financial goals are more important than short term stock movements. The...
Oct 23, 2020 | Behavioral Finance, Investing
Blog “How is my Credit Score Calculated?” Many people live and die by their credit score and do everything humanly possible to improve it. Others take a more passive approach by ensuring they pay off their credit card every month and trust they will be...
Oct 16, 2020 | Behavioral Finance, Investing
Blog “Don’t Live with Election Fear” It seems to be all we hear about anymore. What will November 3rd, 2020 produce for the next president of the United States? Truthfully, with the amount of mail in ballots expected in this election, we may not know on...
