5 dimensions of advisor leadership (and 5 books that can help)
It’s that time of the year when we turn our minds toward self-improvement and social scientists like myself write long-form articles about how you’ll inevitably fail in those efforts. Except, this isn’t one of those articles. When looking at the top resolutions people make in…
20 financial resolutions for 2020 (and 19 things we are leaving in ’19)
Financial progress comes second only to goals around diet and exercise when it comes New Year’s resolutions, and yet, many folks don’t know where to start when it comes to mapping out a financial future. While most of our resolutions understandably tend to be proactive,…
Top 10 blog posts of 2019
From market perspectives with the weekly wire to behavioral finance and technology insights, these are our top 10 blog posts of 2019. The formula for happiness: Wanting what you have The power of place The BIG list of great money advice There is never a…
The power of place
This won’t be pleasant but pause and think for a moment about the last time you behaved in a way that you weren’t proud of. Perhaps you were impatient with your children, gave a one-fingered salute to an inconsiderate motorist, or worse, maybe you said…
Should I be worried? An investor litmus test
As a child, I remember seeing my mother’s wooden plaque of The Serenity Prayer that she kept above our kitchen sink. For those not familiar with this popular prayer, it reads: “God grant me the serenity to accept the things I cannot change, the courage…
The formula for happiness: Wanting what you have
a2 + b2 = c2 e = mc2 y = mx + b Odds are, your head is full of formulas of which you have only a vague recollection and no ongoing use. You needed these formulas for a season – most likely to pass…
A tomorrow more certain than today?
Suppose I asked you what you would be doing in five minutes. Odds are, you would be able to answer that question with some high degree of certainty. After all, it will probably look a bit like what you are doing at the time you…
There is never a good time to invest
Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on…
The BIG list of great money advice
The Joneses aren’t as rich or happy as you think. Get rich quick and get poor quick are sides of the same coin. Your life is a better benchmark than the S&P 500 Index. The more complicated the investment advice, the more expensive and the…
The 5 money maps
In my last post, I set forth some of the frightening statistics around money and relationships, including: Disagreements around money are the #1 cause of divorce in America 12% of married couples have never had a conversation about their finances More than 1/3 of Millennial…