February 4, 2019

In his book Behavioral Finance and Wealth Management, CFA and CFP Michael M. Pompian begins his examination of 23 different behavioral biases with an analysis of the “overconfidence bias” stating: “Overconfidence is one of the most detrimental biases that an investor can exhibit. This is because underestimating downside risk, trading too...

January 14, 2019

As we head into 2019, now is a great time to take a look at your contributions towards any major savings goals and consider what your options might be for increasing those contributions. With many Americans behind in their quest to save for retirement, it's never to late to take the time to examine your budget and see if you can save a li...

December 17, 2018

While your advisor is legally required to provide you with periodic financial statements on your accounts, it can be difficult to decipher what the statements are telling you. Here are a couple of things to look for and what they mean when reading your statements.


When it comes to calculating the performance on your account, it may...

December 3, 2018

There are a lot of variables that play into determining whether or not you’re on track in terms of having enough saved up for retirement. Some of them, such as your savings rate, how early you start, and how long you work can be controlled, but others, such as how long you’ll live, and what the state of the market will be when you retire...

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