Understanding Our Regrets Today Can Improve Our Financial Tomorrow

Understanding Our Regrets Today Can Improve Our Financial Tomorrow

Understanding Our Regrets Today Can Improve Our Financial Tomorrow Feelings of regret, especially about financial decisions or inaction, are universal, but it’s possible to turn them into life’s best positives. BY H. DENNIS BEAVER, ESQ. PUBLISHED 7 HOURS AGO “‘Jerry,’ my 65-year-old father, is beating himself up over failing to get out of the stock market months ago when it was so…

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Smart People Doing Stupid Things: Decision Making Biases of Both Clients and Their Advisors

Financial advisors know that their clients often make investment decisions that may not be purely rational. But because both are human, those advisors are subject to the same cognitive and psychological biases, and irrational decisions as their clients. However, because of their professional training and status, advisors may believe they are immune from irrational biases. This FPA Knowledge Circle Presentation…

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The Why and How of Your Total Wealth

The Why and How of Your Total Wealth

Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…

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Helping clients through black swan events

Helping clients through black swan events

Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills. November 30, 2021 By David Dubofsky and Lyle Sussman Click Here to see article published in InvestmentNews, November 30, 2021   The recent supply chain disruption and…

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