February 4, 2020

Humans aren’t robots. While the fields of economics and finance were built on models that assumed entirely rational decision-making, research has found that’s rarely the case.

Humans behave irrationally and make emotional decisions about money and investing all the time. Use these mental tricks to help overcome your inner irrationality and be smarter about money.

January 2, 2020

2019 was an exciting year. We had several milestone moments, from new space discoveries and tech innovations to sports victories and stock market records.

As we close out this decade and look forward to a great 2020, let’s look back at the 25 most remarkable moments of 2019.

December 2, 2019

At some point on your financial planning journey you’ll likely ask yourself questions regarding how to build and manage your long-term investing strategy. Trying to answer these questions may be intimidating, but know that you’re not alone. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, to improve your long-term investing strategy.

November 2, 2019

$1 Million used to be the ultimate retirement portfolio benchmark for successful Americans. Being a millionaire brought status as well as the peace of mind of knowing that you could look forward to a comfortable retirement lifestyle with all the trimmings. Is that still true?

October 2, 2019

A fiduciary investment advisor can offer expertise and guidance to help you focus on actions that add value. When pursuing a better investment experience, investors should focus on the things they can control. Whether in Austin, TX or anywhere virtually in the US, here are ways a fiduciary investment advisor can help you stay on track: