What do you think is the most common problem people have in the process of building wealth? Read more…
The Equifax Security Breach: What You Should Know
The recent Equifax security breach has been on the forefront of many minds this week. The 143 million Americans—about half the U.S. population—affected may have had their social security numbers, birth dates, addresses, drivers’ license numbers, some credit card numbers and other personal Read more…
Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal
Earlier this week, the Department of Labor indicated it will propose new exemptions— focused on certain classes of “clean” mutual fund shares—to its highly contested fiduciary rule. Read more…
How to Use Your Imagination to Make Better Financial Decisions
All too often, people make money decisions without the end in mind. In fact, the neural patterns resulting from thinking about our future self greatly resemble the neural patterns from thinking about a stranger. Read more…
Women in Charge: How Education Empowers Us
Guest post by Susie Mathias, financial planning intern Read more…
Why Market Prediction Is Harder than You Think
Imagine The Wall Street Journal ran a contest for its subscribers in which each subscriber viewed 100 photos of various men and women. To participate in the contest, each subscriber must pick the six most attractive people. The subscriber that choses the photos voted for most often will win $1 Read more…
How I Spent $50 to Save $2,000
I’m sure you’ve noticed there’s a common formula behind most “easy ways to save money” articles. It goes something like this: Read more…
June 28, 2017
The Important Benefits of Fiduciary Financial Planners
You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…
