What Is Behavioral Finance? And How It Impacts Your Money Everyday

When it comes to money, it’s not just about the decisions you make—why you make them plays an equally critical role in developing healthy financial habits that last a lifetime.  There’s a science to your “why,” and that’s what we like to call “behavioral finance.”  What is behavioral finance, and why is it important? Let’s…

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Losing Feels Twice As Bad As Winning

With the ups and downs in the market over the past few months, it’s no wonder that investors are becoming increasingly uneasy about their portfolios. Investors with a formal financial plan expect ups and downs in the market, knowing that the long-term trend is for markets to increase in value. Yet, even knowing markets will…

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Investing Math for Everyone

Math numerically expresses objective facts and reveals patterns. How can everyone evaluate the massive amount of numbers and invest with confidence? Markets go up and down daily, appearingly randomly. This leads some to see markets as a gamble or unreliable. We hope to show that everyone can focus on the time frame in order to…

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Picking the Right Investment is Like Picking the Right Date

Just as in the world of dating relationships, the age-old phrase “There are plenty of fish in the sea” can hold true to our investment relationships as well. With countless possibilities, which is the best option for you?  The same standards we apply to finding the ideal mate come into play when we evaluate our…

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