Financial Services & Wealth Management News
October 8, 2021

Self-Directed Brokerage Accounts

To Add to Your Plan or Not: That is the Question Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice […]
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. […]
July 16, 2021

In the Heat of Summer, Remember Your New Year’s Resolutions?

Now is a good time to check in and see how you’re really doing Amid the draining heat of mid-summer, do you remember your New Year’s […]
July 16, 2021

August is Wellness Month and #ichoosewellness

Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can focus on self-care, managing stress, […]
July 16, 2021

The Perils of Trying to Time the Stock Market

One year after the COVID-market-bottom, were you fully invested? The end of March 2021 marks the one-year anniversary of the stock market bottom and the end […]