Holiday Spending: 5 Ways To Reduce Financial Stress

Humans are creatures of habit. Our habits tend to fit nicely inside our comfort zones. But sometimes, our habits actually lead to more stress and financial anxiety than comfort. With the approaching holidays, you can take steps to change certain patterns and build new, more supportive, and positive habits that will help put you on… Continue reading>

Should You Be The Expert When It Comes To Your Financial Life?

There are times when navigating your financial life may feel easy and straightforward, producing confidence. However, it is inevitable that the times will come to navigate complex financial decisions. Many people find themselves feeling queasy at the prospect of having to make financial decisions that fall outside their comfort zone. That hollow feeling in the… Continue reading>

A Nobel Nod To The Irrational

The University of Chicago’s Professor Richard Thaler walked off with the Nobel Prize in Economics for his work researching Behavior Finance. His work, including his 2008 book “Nudge” demonstrates that humans are predictably irrational and can make bad decisions that fly in the face of good solid information. For example, people will refuse to spend… Continue reading>

6 Common DIY Portfolio Mistakes

DIYing has grown in popularity over the years. And, why not? There’s a high level of satisfaction to building, fixing, and installing projects on your own (and subsequently showing off the completed project on social media, of course). Not only does it save money, it creates pride and accomplishment. However, when it comes to managing… Continue reading>

Thinking Of Getting Married: Are Your Money Mindsets Compatible?

Getting married is easy! It’s as simple as signing a piece of paper and saying a few words. Staying married—that’s where it becomes tricky, especially with divorce rates at 50%. When it comes to combining two separate—and perhaps different—money lives into one family, there are important questions to explore during the courtship process that, while… Continue reading>

5 Common Mistakes People Make When Saving For College

Here's how to avoid making them. For many, providing an education for your children is a core value. As parents, we want to launch our children with the tools necessary to live independent and productive lives. However, we also must acknowledge that, as parents, we are swimming in a confusing ocean of wants, needs, desires,… Continue reading>

The Best Kept Secret In The Financial Services World

It’s no secret that the financial industry is at a crossroads. Traditional business methods and tactics are slowly being pushed out by a new, consumer friendly approach. However, not so fast—the old model is still ingrained in our psyches and our lives: Sales people selling stocks, bonds, mutual funds, wrap accounts, insurance products and annuities.… Continue reading>

24 Stock Market Reality Checks You Need To Know Now

The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement probably looks quite attractive. Smiles abound and life is good—and you’ve likely stopped avoiding the mail-man’s delivery of your monthly investment statement. In fact, you open the envelop with… Continue reading>