Read the latest from our team.
The financial press has generated much excitement over the sudden increase in SPACs (Special Purpose Acquisition Companies) and the advent of NFTs (non-fungible tokens). Due to the large sums of money being showered on both, the parody skits on Saturday Night Live, and the involvement of “influencer financiers,” there is a lot of buzz. Where …
Thanks Dr. Vic for the invite to The Mindful Experiment Podcast. The single biggest mistake we make in personal finance is to believe that our outcomes require us to predict the future – which is impossible. If you want financial success, it requires planning, humility, and patience. ABOUT DR. VIC & THE MINDFUL EXPERIMENT PODCAST …
My host, Anthony, was hyper-focused on the very basic decision matrix. How do people decide on what to invest in and what are those outcomes generally, vs. how should people decide on what to invest in and can that improve outcomes. He wanted to get at the heart of what doesn’t change – even as all the fluff around it …
One of the most important lessons we can learn when we’re talking about markets and economies is how little we can actually “KNOW” about the future. The strict limitations of our knowledge as it applies to personal finance are important to understand… especially for folks who are paying really close attention to their monthly statements (and …
Planning is so important. Your plan is to your financial life what your breath is to your meditation. It is the focal point that enables the calm. If you have a good plan and a resilient portfolio, you can let go of that noise. It is the letting go of the other stuff that enables …
I’m regularly called upon to talk about personal finance and wealth management, but I rarely have the opportunity to discuss “angel” investing. I have done it, primarily investing in people I know, but I wouldn’t say I’m an expert. I enjoyed talking with Hall about seed deals and the challenges involved. We also discussed my …
One week before the end of the first quarter, March 23rd, marked the 1-year anniversary of the pandemic’s bear market low. The low closing price of the iShares MSCI All-Country World Index (ACWI) ETF was 54.33 at that time. On March 31st, 2021 it stood at 95.15 – a gain of over 75% (not including …
It’s also National Canine Fitness, National Fresh Celery, and International Guitar Month (among so many other designations), but let’s not get distracted. What is financial literacy? In 2008, the President’s Advisory Council on Financial Literacy defined financial literacy as “the ability to use knowledge and skills to manage financial resources effectively for a lifetime of …
There is a lot of talk about financial literacy in America these days, and for good reason. According to the 2018 National Financial Capability Study, Americans are struggling: The divide between the struggling and the prosperous is widening. 53% of Americans report feeling anxious about finances. 42% have been late on a student loan payment; …
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