As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on. I gave her a brief explanation about what a hurricane is and was sure to include the point that, fortunately, they aren’t something that happens in our area. Later that day, however, when we […]
How to survive a zombie apocalypse
For over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic group of survivors as they navigate the perils of a zombie apocalypse. As time goes on, the ragtag team of unlikely heroes gains more experience in their new reality while their bag of tricks […]
In a Most Delightful Way Series: Part 8
Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In a Most Delightful Way Blog Series: Part 2
Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
Negativity Bias and the Financial Markets
Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently enjoyed its best 50-day rally on record, ever? If you missed the positive financial news, it might be because your brain is tricking you into being pessimistic. Over the past decade, a wealth of […]
Ever Seen a Retired Ostrich?
Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or putting together an overall financial plan, you are continuously faced with an onslaught of never-ending decisions. There are many points along this journey when we look back and wonder “what was I thinking?!” Often, […]