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Do Not Zoom in On Monthly Returns

Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.

It’s that time of year again. The Wall Street wizards look in their crystal balls at the next year of stock performance.

Most personal finance experts would tell you that cars are a terrible investment, and that leasing a car is even worse. Why’d I do it anyway?

What lessons can we take from weight loss success and Daylight Savings, and apply to make better personal finance decisions?

A single terrible experience can scar us. It can be the hot stove that scalds us, that teaches us, “Don’t ever do that again.”

Who is more famous globally: Taylor Swift or Cristiano Ronaldo? The answer hides a powerful investing lesson.

If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.

People in the retirement planning community (especially online) do not have the right mental models long-term stock market returns.

When you receive a windfall, careful planning and mindful decision-making can help you maximize its positive impact on your life.

If you use the 4% rule to plan your retirement, are you exposing yourself to too much risk? Or not enough?