We tend to overestimate what we can accomplish in the short-term and underestimate what we can accomplish in the long-term. Eating an elephant is a bite at a time. Health, wellness, and financial wellbeing are areas where the elephant often tramples goals. It’s easy to start down a desired path but get derailed. If you use these science-based strategies, you’ll set better goals and be more likely to achieve them. Continue reading
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Avoid Being Duped by Fake Personal Financial Planners
When it comes to your financial health and seeking the help of a trustworthy and competent financial planning professional, be mindful of misleading or deceptive marketing. Even if not deceptive, lack of advisor competence could be just as harmful. Below are a few thoughts on how to not be duped and make a smart hiring decision. Continue reading
Recession Fears & Portfolio Moves
Is the U.S. economy heading toward a recession? This question is seemingly perennial, but no doubt has been a hot topic in the last year. Google Trends has shown the search for ‘recession’ is up several hundred percent since 2022. … Continue reading
Bank Failures & Custody Risk
Custody risk? Boring snoring as my four-year-old would say. But recent headlines surrounding bank failures have been anything but. They may have you reasonably wondering about the safe keeping of not only your cash but also of your investments (aka … Continue reading