Some things in life are just common sense. Don’t stand on the top rung of a ladder. Avoid clicking that shady-looking email link. Simple, right?
But when it comes to investing, the best moves aren’t always so obvious.
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Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In Part 1 of this series, we explored the concept of money scripts—the unconscious beliefs about money that shape our financial decisions. We also examined four dominant money scripts: money status, money worship, money avoidance, and money vigilance.
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When it comes to money, we’re all human. We make good decisions, we make mistakes, and—whether we realize it or not—we carry unconscious beliefs about money that shape our financial choices. These beliefs influence how we save, spend, and invest, often in ways we don’t fully recognize.
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Markets are unpredictable by nature—sometimes exhilarating, sometimes nerve-wracking, but always moving. And while watching the market’s ups and downs can be fascinating, the real question is…..
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Navigating investment risk can feel like a tightrope walk—but finding the right balance could be the key to addressing your financial goals. Ready to learn how much risk you can actually afford to take? Let's break it down.
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Discover how the magic of compounding could turn your modest investments into a powerful growth engine. Start early and watch your savings snowball into a future you’ve always dreamed of.
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Feeling overwhelmed by the current investment buzz? Between election drama, inflation woes, and soaring AI stocks, it’s easy to get caught up in fear and FOMO. Discover how to stay calm and focused with a long-term investment strategy built for all times.
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Discover the ins and outs of equity compensation with our guide, "Equity Compensation: Big Opportunities, But Beware the Risks." Learn how to balance rewards and risks, diversify your investments, and make informed decisions.
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Ready to elevate your investing game? In Part 2 of our Young Investor’s Guide, discover the power of diversification, the pitfalls of market timing, and how to craft a personalized investment plan.
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Attention younger investors! With pensions seemingly becoming extinct and the future of Social Security murky, the good news is YOU get to decide how to save and invest for retirement. The bad news is you HAVE to. Dive into our latest guide to discover why starting now is crucial for a secure financial future.
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Until recently, much of our investment advice has emphasized the importance of maintaining your investment strategy, even when it’s tempting to jump out during market declines. But so far in 2024, tables have been turning.
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When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid on the costs. Stay on target over time. That’s all well and good, but …
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We’ve commented before on the mechanics of accumulating and preserving your wealth. Today, let’s consider your money management from a different angle: What are your personal goals, and why do they matter?
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If there’s a message to take from 2023 markets, it is this: Timeless wisdom best informs timely decisions. Viewing 2023 up close, there may be a temptation to chase after the market’s recent winning streak, bulking up on more of that which has been so pleasantly surprising of late. Zooming out, our perspective remains unchanged.
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In the world of retirement planning, the landscape can be complex and ever-evolving. One facet that often warrants careful consideration is the in-service 401(k) or 403(b) rollover. This IRS-permitted financial maneuver, though not as widely known as traditional rollovers, can be a valuable tool for certain individuals seeking to optimize their retirement strategy.
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Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Still, what do you do if it feels as if your investments have been under-performing?
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Maybe that adage about things turning on a dime should be adjusted for inflation along with everything else these days. Because, at least where the market is concerned, it seems every quarter can turn on you.
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So, which is it? Are crowds wise or delusional? It helps to understand why the answer is yes, to both, and why both have shaped our investment recommendations through the years.
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Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to help minimize the ones that matter the most, and make the most of the ones that remain.
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Recent numbers are now in, with good news to share: With financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations.
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