Enough? If you are hosting a party, there is this natural anxiety about how much food to order, drinks to have, plastic ware to put …

One of the most commonly referenced cognitive biases in behavioral finance is recency bias. This bias is our tendency as investors to lean more heavily on recent outcomes to guide future expectations. BUT past is NOT prologue, and herein lies the exact issue that we will address in today’s discussion: investor’s great [misplaced] expectations around future investment returns.   

Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis.  Kimberlee is a …

For some, there is an innate desire to get rich quickly, and there is a constant searching and appetite for the tips and tricks to make this happen.

Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.

For many savers/investors, their residence makes up a significant portion of their balance sheet, which means that this is a crucial planning topic to discuss.

Investors face an investing landscape that has evolved from the world of stocks, bonds, and cash to an ecosystem where you can now invest in anything and everything.

Stocks and bonds behave differently, and their uniqueness allows you to assess which puzzle piece – stocks or real estate – will fit best for the hole you are trying to fill in your portfolio.