Investor Behavior: Are You Your Own Worst Enemy?

Investor Behavior: Are You Your Own Worst Enemy?

Your poor investment returns may be entirely your fault! I say that tongue in cheek but Dalbar’s Quantitaive Analysis of Investor Behavior study shows how poorly investors perform relative to benchmarks and the reasons for that underperformance. DALBAR publishes a...
The Rules of Financial Balancing

The Rules of Financial Balancing

Achieving financial balance is no easy feat, but it provides countless benefits to your life in personal finance and beyond. Following the rules of financial balancing helps reduce your reliance on your paycheck and removes the fear and uncertainty that comes with...

How Volatility Affects Investment Success

You don’t have to be a financial planner or analyst to know that the stock market ebbs and flows. But it would be wise to know why this phenomenon, known as volatility, happens and what it means for your investment success. Let’s start with the basics. What is...
What Will Your Financial Legacy Be?

What Will Your Financial Legacy Be?

So much literature surrounding financial health is focused on the grind of building balances, eliminating debt, and taking advantage of favorable markets. When is the last time you stopped to ask yourself “What does my eventual retirement mean for future generations?”...