Financial Services & Wealth Management News
October 8, 2021

Regret Aversion: Fighting the FOMO of the Financial World

Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a “wrong” […]
October 4, 2021

The Financial Planning Process: Why and How

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. […]
October 4, 2021

October is National Financial Planning Month

Five tips to finding a financial planner that fits you and your family The financial planner you pick to manage your assets and advise you on […]
October 4, 2021

Potential Benefits of Lifetime Gifts

Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts have the potential to offer important rewards […]
August 29, 2021

A Financial Planner’s Field of Dreams – Part II

Head over to Part One to see the first five iconic scenes rewritten from your financial planner’s perspective! #5: “I did love this game. I’d have […]
August 29, 2021

Your Financial Planner’s Field of Dreams – Part I

Asking your financial planner to rewrite ten of the movie’s iconic scenes “Field of Dreams” is a 1989 baseball movie inspired by W.P. Kinsella’s 1982 novel […]