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Behavioral Biases Of Individual Investors

Traditional finance is based on the premise that investors are able to consider all relevant information to make rational financial decisions. The underlying assumption is that all investors are risk averse and that everyone prefers higher returns to lower returns for the same level of risk. In practice, these assumptions...

Financial Planning: More than Retirement and Investments

“I don’t really need financial planning. I have enough saved up for retirement so I’ll be okay.” A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.

How to Determine If You Need Life Insurance

I am most thankful for my health and the good health of my loved ones. But, good news aside, I’ve been thinking a lot about the end of life recently. No, I’m not depressed or terminally ill. Just like you, I plan to live well beyond my life expectancy. Perhaps...

How Property Titling Can Affect Your Estate Plan

Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore why.

Know Thyself – Are You A Trader Or An Investor?

I heard about a study that found people were more likely to vote if you ask them, “are you a voter?” as opposed to, “do you plan on voting?” The way you view yourself matters. If you identify as a voter, then you are more likely to go to the...

There Is Risk Everywhere – Keep Calm And Carry On

How to Manage a Windfall

Have you suddenly found yourself with a large sum of cash? Perhaps your windfall was expected, such as from a business sale or inheritance. Maybe it is a pleasant surprise from a large bonus or lottery win. Regardless of how it came to be, there are some critical steps you...

What Is Direct Indexing?

You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

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