Behavioral Finance/Psychology

I Hate “Generational Wealth”

A video from a faceless financial motivation page showed up on my FYP on my commute home. I obviously had nothing better to do, so I watched the whole video.  Immediately regretted it.  But it did confirm something for me.  Look, I’m not going to tag the video or comment on the guy who was…

All For Nothing

If you or someone you know who is caring for someone with severe depression or struggling with mental issues, or caring for a parent showing signs of Alzheimer’s disease/dementia, these three things could save you a ton of added stress.

This Could Be the Push They Needed

Did you know that this child’s investment account can also be a double-edged sword? Throwing some money in an UTMA is a great birthday gift for a little one, but be aware that of it’s potential side affects.

The Secret

Today’s special guest post is brought to you by my colleague, and friend, Ben Coulthard. Ben is one of the most welcoming, charismatic, and team-first advisors that I can think of. Ben – starting only a few months before me but lightyears ahead of me in so many ways – was (and still is) instrumental…

Is This Rock Bottom?

This short explores the idea that pessimism can be a precursor to optimism. It’s not that we hope for the worse. It’s just that we may have a tendency to look at the darker side of life.

What Have We Learned?

Some people are born into it. Others stumble upon it. The rest of us need to work to create wealth ourselves. But our decisions, and more importantly, our reactions, have a butterfly effect on what our story becomes.

Are You On The Placebo?

People want to feel that what they are doing, or paying someone to do, is more sophisticated than the average schmuck. But that’s the problem. Most people don’t need complexity. Do you know what they need?