
Our Thoughts & Insight - Behavioral Finance


Trump or Biden? Buy or Sell? Don’t forget about special webinar on October 20th at noon!
BIASED! How Behavioral Finance Impacts Investors and Investments next week October 20th, from Noon to 1:15pm. Imagine meeting me in January 2020 and I predicted the following for the markets. “I’m really worried. I believe 2020 will be the year we are hit with a...
Spotify Wrapping your Money.
Have you checked out your year-end Spotify Wrapped? How about doing the same for your budget?

Surrender charges are one of the many terrible aspects of a 403(b) annuity
About 76% of assets in 403(b) plans are in annuity-based products. Almost all of those annuities contain surrender charges. So, before investing in one of these annuities it pays to understand how these charges work and what it means for you.

Investing is like riding a rollercoaster. And it shouldn’t be any other way.
.I heard a wise old financial planner once say “Investing is like a roller coaster, it goes up, it goes down. You start and end in the same place. But after the ride, you’re never quite the same.” Wow, investing sure does feel like that? More now than ever. I like...