Context and perspective to improve behavioral finance patterns and make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.
Macroeconomic Environment What Brexit? Investor angst over the unexpected vote on Brexit was short-lived with a “risk-on” theme returning to the markets in July and leading to stock market highs for the Dow, NASDAQ and S&P 500 in August. Highly unusual election antics and continued geopolitical concerns on a number of fronts did not dampen […]
Noise generally attracts more attention than silence. Being aware of certain things you don’t see or hear, however, is sometimes more important than the obvious.
The DoL recently announced finalization of the “Fiduciary Rule.” Given the final language of the law and the relatively minor changes from the proposed version in 2015, the public should be concerned. As background, and unbeknownst to most consumers, the financial industry is divided into two groups: 1) A very large group of firms, both […]
There’s a good reason several musicians have songs titled “Here we go again” …life is full of challenges that cycle through.