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…
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
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….
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…
5 Ways to Maximize your Employee Benefits
5 Ways to Maximize your Employee Benefits Looking through an employee benefits packet can be overwhelming, especially if you just started a new position. But the decisions you make about your benefits now could potentially have a large impact on your future finances. Here’s five important areas to pay attention to during your enrollment period: 1….
Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets
Cash Isn’t King: Avoiding Hindsight Bias In Turbulent Markets As we fully enter the fall season, the markets continue to seesaw dramatically. Some are lamenting why they weren’t in cash from January. We all see the beginning-of-year values on our statements and can experience something called ‘hindsight bias’ – a not-infrequent tendency for investors to consider…
How Professional Organizers Can Help with the Divorce Process
How Professional Organizers Can Help with the Divorce Process Divorce is not just a painful process for all involved, it can also be complicated and difficult to navigate. Even after settling big issues like custody of children and division of financial assets, there are still all the details involved with turning one household into two….
Managing Divorce With Children
Managing Divorce With Children Divorce is never easy. It can be a painful situation for everyone involved, especially children. Divorce attorney Paul Seabrook likens the process to a house fire. It can catch children by surprise, creating a sudden need for an emergency response team to do damage control and help everyone come to terms…
Chasing Returns to Get to Safety
A favorite (and costly) pastime of investors is to invest in assets that have recently done well. This happens in good times as investors seek better returns, and they happen in bad times as low-yielding investments such as cash are more attractive than money-losing stocks. In other words, investors chase returns. I have listened to…
REAL FINANCIAL PLANNING FOR HENRYs
4 Ways High Earners Can Strategize for the Future
Are you a HENRY? If the term is new to you, HENRY is an acronym for High Earner, Not Rich Yet. It describes younger, high-income professionals who have the potential to accumulate wealth in the future. This post is for the HENRYs. You may know the basics when it comes to how to budget and…