How to Know Yourself as an Investor: Behavioral Bias in Finance
The phrase “know thyself” has been around for centuries because it still rings true. Self-knowledge...
See The Current Market Decline in Context
If we’ve been doing our job as your fiduciary advisor, you might already be able to guess what our...
New Market Highs and Positive Expected Returns
There has been much discussion in the news recently about new nominal highs in stock indices like...
Your Lessons for the Next Crisis
We've recently passed the 10-year anniversary of when the S&P 500 Index hit what was its highest...
The Sandwich Generation: Wrapping Up
Life in the sandwich generation comes with its fair share of challenges and rewards. We began by...
As Goes January, So Goes the Year?
As investors ring in the new year, some may see the occasional headline about the “January...
After College: Your Adult Kids At Home
I remember begging my parents to take me to get my driver’s license when I turned 16. At my high...
What You Need to Know about Cryptocurrency
Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are,...
Paying for Your Kids’ College, Lessons for the Sandwich Generation
One of the biggest questions that young people of any generation face is “what happens after high...