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Category Archives: Behavioral Finance

5 Types of Wealth

The 5 Types of Wealth: Expanding How We Define a Rich Life

Feb 27 2026
We have found that real wealth goes beyond the numbers in your portfolio.
  • Permalink
  • Posted: Feb 27 2026
Does Happiness Come from Spending More?

Does Happiness Come from Spending More?

Aug 20 2025
Understanding the Law of Diminshing Returns and the optimal point of usefulness.
  • Permalink
  • Posted: Aug 20 2025
The Buy Now Pay Later Apocalypse is Coming

BNPL: A Sign of the Apocalypse?

Jun 10 2024
Avoid the pitfals of Buy Now, Pay Later and learn what the CFPB is doing about it.
  • Permalink
  • Posted: Jun 10 2024
Scale depicting accumulation of love on one side, money on the other.

Being Wealthy vs. Feeling Wealthy

Jun 15 2023
What does wealth mean to you? Explore the results of the 2023 Modern Wealth Survey.
  • Permalink
  • Posted: Jun 15 2023
Person with an umbrella on a tightrope

Increasing Your Capacity for Risk

May 17 2023
Six areas of focus for evaluating and increasing your risk capacity.
  • Permalink
  • Posted: May 17 2023
The power of a holiday shopping list

The Power of a Holiday Shopping List

Dec 16 2022
A reminder from Santa Claus to spend consciously and save unconsciously.
  • Permalink
  • Posted: Dec 16 2022
2022 Market Analysis: The Crisis?

2022 Market Analysis: The Crisis?

May 20 2022
Comparing the current market to four crises in recent memory: Black Friday 1987, the Tech Bubble, the Financial Crisis, and the Covid Crisis.
  • Permalink
  • Posted: May 20 2022
Write a letter

A Different Kind of Gift

Nov 26 2021
We invite you to think about a gift this season of passing on your legacy, values and beliefs.
  • Permalink
  • Posted: Nov 26 2021
Social Engineering

A Cautionary Tale of Social Engineering

Oct 15 2021
It is so important to be aware and cautious about giving out credit card information. A cautionary tale indeed.
  • Permalink
  • Posted: Oct 15 2021
Company Culture

The Challenge of Culture

Oct 8 2021
The pandemic has impacted the culture of many organizations. Rick got to thinking about Culture, how it is formed in a company and it is sustained...or not.
  • Permalink
  • Posted: Oct 8 2021
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