Socially responsible investing: How to build a portfolio that matches your values
Do you buy organic food? Do you shop fair trade? SRI investing can be adapted to many value systems; read on to see how you can adjust your investments to align with your values.
5 options for your third stimulus check when you invest, spend, or save
Congress finally passed the American Rescue Plan Act of 2021, a $1.9 trillion stimulus bill that includes a third round of stimulus checks for as many as 26 million more Americans. President […]
Put your best foot forward: 10 habits for better investing
Huge, transformational goals often fail. In fact, 92% of New Year’s resolutions fail, according to research from the University of Scranton. Yet year after year, we set huge, transformational goals for our […]
How smart investors stay focused on their financial intentions
How do we stay focused? Stop investing emotionally? Tune out media static? We set intentions. While a good starting place, it’s not enough. We need a feedback loop so we can use […]
5 ways you can intentionally apply systems to your investment strategy
Recent research shows that only 8% of people who set goals achieve them. We already know we cannot rely on motivation to achieve our goals. That’s because goals are hopes put to […]
What do presidential elections mean for your portfolio?
The 2020 US presidential election is here and Wall Street is not shying away from commentary. For weeks, investors have been bombarded with predictions, surveys, market reports, and more – all while […]
Long-term investors focus on their current strategies as the 2020 presidential election approaches
The presidential election is weeks away. On a financial and psychological level, elections influence our thinking, mindset, habits, and strategy. It’s not just the outcome of the election and resulting fiscal […]
The 5 steps to smarter financial decisions every investor needs to hear
How do we decide how to decide? It’s a little meta, but the answer is crucial – especially when it comes to our finances. Without consistency, we might as well rewrite the […]
You’re doing it wrong: how to reduce friction in your financial journey
In an earlier post this month, we discussed the value of Tiny Habits, a system for change and growth developed by Stanford University researcher Dr. BJ Fogg. We dove deep into Tiny […]
How to stop self-sabotage: take control of your wealth and health
At the most basic level, financial responsibility is living within your means. It’s spending less than you make. But if you’re reading this, it means you’ve graduated to investing and are really […]
The 3 Ps of investing: purpose, plan, and patience
So why do we invest anyway? Now there’s an obvious question, right? It’s right up there with “Why do we go on diets?” But try finding obvious answers. Countless diets exist, coming […]
Sell in May and go away? How to think about this pattern in 2020
You may have heard the old “sell in May and go away” adage. But why does this pattern exist, and does it even apply anymore?
5 ways to work with your brain’s wiring for better financial outcomes
Understanding the way our brains push us toward certain behaviors can make it easier to make financial decisions that lead to positive long-term outcomes.
Tax-loss harvesting—lemonade in a lemon-filled market?
Yes, it’s been a brutal few weeks in the market. We’ve all had our butts kicked. But that’s old news, and it’s not super useful to keep re-visiting it. So, what should […]