Category Archives: Behavioral Finance
The Five Stages of Financial Acceptance: When Reality Changes the Plan
Utilizing a five step framework to manage financial uncertainty and change.
The 5 Types of Wealth: Expanding How We Define a Rich Life
We have found that real wealth goes beyond the numbers in your portfolio.
Does Happiness Come from Spending More?
Understanding the Law of Diminshing Returns and the optimal point of usefulness.
BNPL: A Sign of the Apocalypse?
Avoid the pitfals of Buy Now, Pay Later and learn what the CFPB is doing about it.
Being Wealthy vs. Feeling Wealthy
What does wealth mean to you? Explore the results of the 2023 Modern Wealth Survey.
Increasing Your Capacity for Risk
Six areas of focus for evaluating and increasing your risk capacity.
The Power of a Holiday Shopping List
A reminder from Santa Claus to spend consciously and save unconsciously.
2022 Market Analysis: The Crisis?
Comparing the current market to four crises in recent memory: Black Friday 1987, the Tech Bubble, the Financial Crisis, and the Covid Crisis.