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Losing 50%
Life is full of wins and losses. We win games, we lose bets. We win business and lose our keys. In the world of investing, winning and...
Mar 183 min read

Is America Running Out of Homes? A Loaded Question
Is there a housing shortage? If so, why? There are plenty of answers but nobody seems to agree on one.
Feb 185 min read

Price’s Law: Hail to the Overachievers
There are many laws of economics. Murphys Law (probability), the Law of Large Numbers (insurance) and the Law of Diminishing Returns....
Jan 286 min read


The Bots Are At Your Doorstep
The robots aren’t just coming soon... they are here, they’ve been here and only now you are starting to see them. Think that nice car in...
Jan 143 min read


Hacked and Helpless
By: Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA Fraud is real. Thieves are real. None of us are immune and typically they strike at the...
Jan 75 min read


Simplifying Life: The Ultimate Goal of a Wealth Manager
By Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA How many of our meetings with clients start off talking numbers, hit on performance at...
Dec 27, 20247 min read


Chasing Certainty: How Our Obsession with Knowing it All Shapes Our Lives
‘You can’t lose.’ I have heard people say it, so have you. I also laugh, and so should you. Why, you ask? Well, because certainty is that...
Sep 2, 20244 min read

The Middle: Where The Magic Happens
We all start somewhere. When it comes to education, careers, relationships, hobbies, etc., our beginnings start with a clean slate. We...
May 29, 20244 min read

Inflating Into The Second Quarter
Wow, what a week. Just when many investors started getting comfortable with a lofty stock market and turning all attention to getting...
Apr 13, 20242 min read

April Fools & Outliers
Outliers are sometimes the April Fools joke of all jokes. We never see them coming.
Apr 6, 20242 min read

Portfolio Feng-Shui: The Resilience of Bonds and Fixed Income in a Shifting Interest Rate Landscape
Let's face it, for the past decade bonds have been seen as boring. They have continued to rise in value, slowly, until the air was let...
Feb 6, 20243 min read

The Crucial Distinction: Fiduciary vs. Suitability Standards in the Financial Industry
I have always loved cartoons like this. Tongue in cheek, to the point, and a whole concept summarized in one picture. But this topic is...
Jan 28, 20243 min read

Leasing Life: The Emergence of the Forever Renter
The Wall Street Journal recently looked into a major trend that we all see emerging in cities and suburbs across the US. This trend is...
Jan 14, 20244 min read

Under The Hood: Looking Back on What Made 2023 Different (and the Same)
Fending off the Hangover We are now about a week into 2024. Like many Americans do post-holiday season, the market has slowly crawled out...
Jan 6, 20243 min read

Beyond The Numbers: Inflation's Personal Lifestyle Touch
The Broad Brush Approach The BLS (Bureau of Labor and Statistics) released the latest inflation figures for the period ending November...
Dec 30, 20232 min read


Panic and the Power of Conversation
Panic On Deck With only two weeks left in 2023, I began looking back at the past 12 months (as we always do at this time). The...
Dec 17, 20232 min read

Is Boredom the Curator of Creativity?
Boredom. Who says ‘I’m bored’ anymore? Most adults don’t have enough time in a day to do all that they want or need to do. But, it did...
Oct 29, 20234 min read

Mastering The Art of Worry: The Chasers and the Runners
There are always trade-offs in life. Living in the beautiful state of Florida is amazing. Sugar sand beaches, amazing sunsets, nature, a...
Sep 27, 20233 min read

From Boomers to Zoomers: We Are a Product of What We Experience
New Can Never Be Good Generational differences are something we seem to talk about (and notice) more than ever. Maybe the reason why this...
Jul 23, 20234 min read


Letter Of Wishes
Death. It is not something a lot of us like to talk about. For most cultures it means the end. The end of life on earth, the end of an...
Jun 10, 20232 min read
behavioral finance
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