by Tim Pontzer | Oct 29, 2019 | Behavioral Finance, Food for Thought, Sports
Postseason baseball is upon us, but not here in Detroit. However, back in April some fans and pundits thought it was a distinct possibility. Cue, recency bias. A flaw seen in both many fanatical diehards and financial decisions.
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by Anthony Bucci | Sep 6, 2019 | Behavioral Finance, Food for Thought, volatility
Why a BFA? You may notice at the end of our business cards a three-letter designation, BFA. While we greatly appreciate jazz and modernist painters in our office, it certainly does not refer to a ‘bachelor of fine arts.’ Instead, it refers to the fact that our... Read More
by Anthony Bucci | Aug 8, 2019 | Behavioral Finance, Food for Thought, Investing, Retirement
“Investors panic as the S&P 500 crashes to a year to date return of +14.5% in 2019 -Ben Carlson (Twitter, 8/5/2019) We don’t have to be smarter than the rest. We have to be more disciplined that the rest.” —-Warren Buffett We have a saying in my house. And... Read More
by Tim Pontzer | Apr 3, 2019 | Behavioral Finance, Investing, Retirement
One of the most common questions we encounter from clients is about their 401(k). While our teacher clients utilize a 403(b) and the federal employees we work have a Thrift Savings Plan (TSP), for the rest of the world – and majority of Americans – a 401(k) is a... Read More
by Tim Pontzer | Mar 29, 2019 | Behavioral Finance, Food for Thought, Investing, Sports
While we’re told to beware the ides of March, around our office we look forward to this time of year. Our staff has two proud Spartans who fully embrace the ‘madness’ of this month, while our youngest advisor cheers on his beloved Golden Grizzlies – not exactly a... Read More
by Tim Pontzer | Mar 25, 2019 | Behavioral Finance, Food for Thought, Healthcare, Investing, Long Term Care, Nursing Home, Retirement
It’s no secret healthcare costs are going up. Medical expenses have been steadily increasing for years. In 2007, costs were up almost 12 percent. However, the rate of increase slowed to 6 percent during the past five years and that trend is expected to continue for... Read More
