As I’ve shared before, I consume a lot of information, almost exclusively online as I don’t subscribe to any newspapers or magazines. Today, I’d like to share a handful of recent articles I thought were interesting. My hope is you’ll find one (or more) of them interesting as well.The first comes from a Marketwatch article by… [Read More]
The Benefit of Small Moves in Your Financial Planning
I think there’s a BIG benefit to small moves with your personal finances. In the 1997 film, Contact, based on Carl Sagan’s 1985 novel of the same name, there’s an early scene between the main character, Ellie, and her father . . . Ellie is trying to find someone to talk with on the ham radio… [Read More]
Where to Get Started with Your Money
A few weeks ago, I was in Richmond, VA, for my parent company’s annual advisor conference. One of the topics that came up several times during the meeting was the idea of where to start our work with people. People like you. Traditionally, most financial advisors want to talk about your investments. And only your investments. That’s… [Read More]
The Akrasia Effect and Your Money
A while back, I read an interesting article from James Clear about something I wasn’t familiar. It’s called the Akrasia Effect. While I encourage you to click the link above and read the entire article, here’s the summary: Akrasia is when you act against your own better judgement. It’s when you know what you want or… [Read More]
Your Odds of Success, Financially
Let’s talk about your odds of success. To get started, let me be clear . . . you’re the only one that can define your unique, personal definition of success. This is why there is no rule of thumb or one-size-fits-all financial plan that works for everyone. In financial planning, there are a few, critical… [Read More]