Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.
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Six Financial Best Practices for Year-End 2021
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Read MoreYou, Your Financial Well-Being and the Federal Reserve After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised the federal funds...
Read MoreCharitable Giving Under New Tax Laws Understanding the Donor-Advised Fund (DAF) No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without...
Read MoreThe Vital Role of Rebalancing If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your...
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Read MoreYear End Tax Wrap We interrupt your busy holiday season with a reach-out on this week's U.S. tax code overhaul. While the ink still dries on this sweeping new legislation, you may be wondering whether there are ways you can or should...
Read MoreHave you caught cryptocurrency fever, or are you at least wondering what it's all about? Odds are, you hadn't even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...
Read MoreThe ABCs of Behavioral Biases Conclusion Evidence-Based Behavioral Finance But don't take our word for it. Just as we turn to robust academic evidence to guide our disciplined investment strategy, so too do we turn to the work of...
Read MoreThe ABCs of Behavioral Biases (S-Z) We're coming in for a landing on our alphabetic run-down of behavioral biases. Today, we'll present the final line-up: sunk cost fallacy and tracking error regret. Sunk Cost Fallacy What is it? Sunk...
Read MoreThe ABCs of Behavioral Biases (O-R) So many financial behavioral biases, so little time! Today, let's take a few minutes to cover our next batch of biases: overconfidence, pattern recognition and recency. Overconfidence What is it? No...
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Read MoreThere are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. Today, we'll continue with the most significant ones by looking at: hindsight, loss aversion,...
Read MoreLet's continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we'll tackle: fear, framing, greed and herd mentality. The ABCs of Behavioral...
Read MoreWelcome back to our "ABCs of Behavioral Biases." Today, we'll get started by introducing you to four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation and familiarity bias. The ABCs...
Read MoreWe hope you will enjoy and find value in our multi-part series exploring behavioral biases that cause the most damage to investor resolve. First, we explore why we have behavioral biases, what they do to us, and what we can do about...
Read MoreOUR COMMITMENT TO ADVOCATE FOR YOU NEVER WAVERS You can add June 9, 2017, as the latest significant date to the running timeline for the Department of Labor's fiduciary rule, following: April 6, 2016 -- The DOL announces that,...
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