Jan 27, 2021 | Behavioral Finance, Investing
Blog “A National Study of Millionaires” Over the past several years, the single largest study of millionaires has taken place through Dave Ramsey’s team over at Ramsey Solutions. In their study, they surveyed over 10,000 millionaires and compiled some...
Jan 20, 2021 | Coronavirus, Investing
Blog “Two Very Different Economic Stories” There are two economic stories that seem to be currently flying under the radar. With an inundation of news and media outlets it’s hard to believe anything would fly under the radar, but I certainly haven’t...
Jan 15, 2021 | Behavioral Finance, Investing, Retirement
Blog “Starting Children’s Retirement – Revisited” In August of last year, we wrote a post titled “Setting Your Children Up for Retirement” which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial...
Jan 8, 2021 | Behavioral Finance, Investing
Blog “Setting Financial Goals for 2021″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2020 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2021,...
Dec 17, 2020 | Behavioral Finance, Retirement
Blog “The Great Transfer of Wealth” More than 10,000 baby boomers are turning 65 every day and that is expected to continue until 2030. Over the coming decades, trillions of dollars of wealth will pass from baby boomer parents to their heirs, with some...
