Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.
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Thoughts on Money Library

Making Financial Decisions

Not all bad financial choices stem from emotion—assumptions and overlooked consequences can quietly derail sound decisions.

Book Review: “The Fourth Turning, An American Prophecy”

We are so committed to dividend growth as it is not just a good investing idea but also aligns with our core understanding of this ...

You Need to Be Bored

Constant stimulation is addicting and makes us feel like we’re moving the ball down the field, but the progress is often an illusion and leads ...

Looking for Wisdom in a World of Artificial Intelligence

The question I find myself asking is, where does one find wisdom in a world full of artificial intelligence?

An Overview on Credit Scores

Credit scores fall into the “proactive” bucket, meaning you want to proactively boost your score when you don’t need credit, so that you are prepared ...

Kyle Busch v. Pacific Life

It’s a cautionary tale: life insurance isn’t inherently good or bad. It’s a tool. And the outcome depends on design, transparency, and ongoing management.

Long-Term Care…Get It, or Forget It?

Health expenses in retirement can be catastrophic, however, which is why there is an entire industry (the Long-Term Care industry) dedicated to mitigating this risk.

Purpose Driven Planning – End of Year Conversations

Explore year-end financial planning tips—from Roth strategies to tax moves and charitable giving—to improve your wealth outlook.

Be a Tell-Me-More Investor

Learn to be a smarter investor by asking “tell me more”—explore concentration, earnings vs. hype, and portfolio attribution.