Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
The Goodness of Gratitude
Tis the season of gratitude! Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Given the contentious and divisive election season we have endured,…
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The Best Financial Resource for Investors
Investors have many different financial news outlets across various media channels from which to select to get their desired news. Most investors want to be informed – and informat…
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Why the Media is So Negative
Have you noticed that the media tends to have a negative bias to the things they report? Now and then, there is a positive story, but it appears that most headlines and stories are…
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When a $20 Bill is Worth More than $20
Last month’s global Windows outage, which took many businesses offline, is a great reminder of how sensitive computing and the cloud can be. You would think that something that pre…
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Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation and for the freedom and right to pursue happiness established in the Declaration of Independence. Thanks be to many unselfish individuals …
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Make this a Great Summer by Practicing Strategic Omission
As summer approaches, many people take time off work, travel, and spend time with family and loved ones. Summer provides many opportunities for us to make memories—memories that ca…
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Uncertainty, Outcomes & Our Decisions
The brain has a lot of gray matter but hates gray areas. As a planning machine, the brain needs information that is certain so it can figure out the best course of action. And when…
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15-Year Lookback: Learning from the Global Financial Crisis
15 years ago the markets began to recover from the most severe economic crisis since the Great Depression. The Global Financial Crisis resulted in many jobs lost, stock markets los…
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