Intellectual humility, or I should say the lack of humility, is quality that is easy to identify in others, yet …
Are You Talking to Your Kids About Investing?
Are you talking to your kids about investing? Heard of Gamestop? Bitcoin? Dogecoin? You may have heard of these investments. …
Elections & Markets – How to keep focused during uncertainty
Clients want to know how the election may affect their portfolios, it’s never an easy question and asks for us to predict the future. But we can help you filter through the noise out there.
Focus on Truth; Protecting your Nest Egg
Your nest egg is important – Be aware of these behavioral truths. As we face increased uncertainty about our lives, …
Our Brains, Mind Games & Investing
Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® …
