Oct 2, 2020 | Behavioral Finance
Blog “A Simple Budgeting Alternative” I’m not sure I’ve ever met a client who genuinely got excited about the idea of creating and following a budget. I think for so many people, a budget feels restricting and cumbersome to keep up with. But, have you ever...
Sep 25, 2020 | Behavioral Finance, Investing
Blog “Investment Themes for the Next Decade” Let’s face it, 2020 has been a difficult year for so many. Whether it was the Australian wildfires, the killer hornets, the California fires, or the COVID pandemic, we have had our fair share of tumultuous events. ...
Sep 18, 2020 | Behavioral Finance, Retirement
Blog “Geographic Arbitrage – A Trend with Momentum” Geographic Arbitrage (AKA geo-arbitrage) in its simplest format is when someone takes advantage of differences in cost of living between two geographic locations. The concept is not something new...
Sep 11, 2020 | Behavioral Finance
Blog “Financially Preparing for a Child” Having a baby is one of the most exciting times in a couple’s life. Leading up to the birth, you read books, listen to podcasts, and put up with all of your friends and relatives giving you their random pieces of...
Sep 4, 2020 | Behavioral Finance, Investing
Blog “4 Exercises for Better Money Habits” Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions? Here’s the good news: It is absolutely within your control to transform your habits and become...
Aug 28, 2020 | Behavioral Finance, Retirement
Blog “Setting Your Children up for Retirement” For many people, setting their child up for success in the future is one of their responsibilities as a parent or guardian. Setting them up for success comes in many different facets (think life skills, hard-work,...
