Behavioral Finance Video: The Magnificence of Diversification Diversification isn’t just for risk management… it can increase returns too! This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The Behavioral Finance Network
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
Supporting Maui Fire Victims: Where to Donate and Make a Difference
I was unable to sleep Friday night. It’s not unusual for me to wake up in the night. My failsafe go-to is to turn on a podcast. 99 times out of 100 I get right back to sleep easily. Friday night the podcast I selected was an episode of “The Daily” entitled “How A Paradise…
VIDEO: Behavioral Finance – First Half Market Review
Behavioral Finance Video: First Half Market Review An eventful start to 2023 with a few important lessons to help us make better investment decisions. This video is narrated by Jay Mooreland, the CEO of the Behavioral Finance Network – dedicated to educating investors about the ‘gotcha’s’ of mental shortcuts that can reduce investment returns. ©The…
VIDEO: Behavioral Finance – A Glimpse of the Markets Future
Behavioral Finance Video: A fun game in prospective hindsight…what would you do if you knew certain things about the market’s future? Your friend comes back from the future and shares a glimpse of the stock market with you. What would you do with that information? Would you try to time the market by actively selling and…
The Eventual Recession
Since early last year economists, market experts, and even corporate CEOs have been predicting a recession for this year. We have heard that word ‘recession’ a lot. Then, with inflation cooling and consumer spending strong, we stopped hearing it. And now, with the political debt ceiling fight, the word ‘recession’ is back in the discussion….
VIDEO: Behavioral Finance – Danger: Headlines Ahead
Behavioral Finance Video: Danger: Headlines Ahead Mark Twain said, “Never let the truth get in the way of a good story.” It might be more applicable today if he said, “Never let the truth get in the way of a good headline.” Headline Characteristics The purpose of headlines is just to get you to…
5 Common Obstacles to Achieving Your Goals
Reaching your goals requires not only setting attainable goals and gathering the people and tools needed to accomplish them, but also understanding how to maneuver around obstacles along the way. Lela Meinke has over 30 years of corporate and entrepreneurial experience, is a certified ASQTM Lean Six Sigma Green Belt, and is the founder of…
WHEN BANKS FAIL: Weathering The SVB Collapse
Every year we do a market forecast where our first statement is: “This year we will be surprised by something we didn’t see coming, that no-one predicted”. Last Monday, if someone asked you what your financial worries were you may have responded by mentioning something like inflation, the direction of interest rates, corporate earnings, market…
3 Steps to Effective Goal Setting
What do you want to accomplish? Successful goal setting starts with the answer to this question. But it doesn’t stop there. It also explores the obstacles you might encounter along the way. Lela Meinke has over 30 years of corporate and entrepreneurial experience, is a certified ASQTM Lean Six Sigma Green Belt, and is the…
A LIVE DISCUSSION
MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity
Wednesday February 22nd | 11:00am PST | 45 minutes LIVE DISCUSSION – MARRIED WITH ASSETS: A Couples Guide to Navigating Financial Complexity Join us on February 22nd for this 45-minute Live Discussion where we will help loving couples overcome tough money issues and get on the path to financial harmony. This program will cover: How…