facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

%POST_TITLE% Thumbnail

The difference between real life and an algorithm

Humans don't fit into an algorithm. This is particularly true when we’re talking about humans and their money. Because “Humans + Money” is a messy little cocktail that economists refer to as a complex adaptive system. “Humans + Money” is complex because cause and effect can only honestly be identified with the benefit of hindsight, and it’s adaptive because our interaction with the system changes it. Try cramming that into an algorithm.

Read More
%POST_TITLE% Thumbnail

The difference between want and need

One of the most challenging personal finance issues we all face is an ever-expanding definition of “need.” Things we once thought of as clear luxuries somehow become necessities, often without any consideration of how the change in status happened.

Read More
%POST_TITLE% Thumbnail

Security is a feeling… not a number

Security is a feeling… not a number Here’s a paradox: 1 - I know people who have more money than they will ever need, but are totally insecure. 2 - I know people who have almost nothing, but are totally secure. The conclusion this forces me to draw is that if security exists at all, it is a feeling… not a number. The good news is, that means we can have some control over it. The bad news is, that means it’s up to us to learn how.

Read More
%POST_TITLE% Thumbnail

Talking about money is hard. Do it anyway.

Here’s a tough question: Is it hard for you to talk about money with your spouse or partner? It’s challenging for us to talk about money. One of the keys to talking about money: knowing that it’s going to be hard.

Read More
%POST_TITLE% Thumbnail

Contagious magic of micro-actions

When tackling big, audacious goals, you don’t need big, audacious actions. All you need is the contagious magic of micro-actions. Because micro-actions spread.

Read More