Hear Kevin explain why your bank account should be thought of as a loan to the bank (because it is!). Conversely, he’ll detail key investor protections you benefit from by not having your account a general liability of a bank but a segregated account at a custodian. He’ll go farther and explain… Continue reading
Investor sentiment recently eclipsed lows last seen in the financial crisis. Learn why investor bad behavior often presents itself at these times, and why you should instead be rationally optimistic instead. Continue reading
Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Listen to Kevin and David do a deep dive into key assumptions made in your retirement planning – investment returns, spending assumptions, longevity, and inflation. Continue reading
Market downturns elicit emotion. Emotional investors are more apt to make poor investment decisions. Time and again this is proven. Lather. Rinse. Repeat. Or get educated and break the cycle… Continue reading
