We recently wrote about a benign self-delusion as it relates to investment decision making. We were talking about the illusion of control. You want to see illusions play out? Look at the average person’s, (even the average professional..
The financial services industry spends lots of time talking about the personal financial plan, and how everybody should have one. They spend far less time on the other document widely recommended by financial pros, the “personal investment..
Okay, given that we are on a little low-tech password management campaign here, I am going to offer a variant that might be useful to add security to any of the previous methods discussed. This post builds on any of the systems we already..
There are many old ideas getting recycled these days, and we are going to be writing about a lot of them here, as we look at them from a financial planning perspective. Some of them have definite financial planning benefits, and others..
In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and..
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