What defines an excellent financial advisor? If you asked five different people, you’d likely get five different answers. However, when you ask thousands of people, clear trends emerge. Much like Dimensional Fund’s survey of 19,000 investors, these shared attributes give us a pretty clear idea of what separates a truly effective advisor from the rest.

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When we are little, all our worldly possessions fit inside a single box. As we grow up, we acquire more things… and need more boxes. As we complete our educations and launch into our careers, we begin a march towards ever-increasing financial complexity… And we continue to need more boxes. At some point, you may

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Inflation is a reality we can’t ignore, but we don’t have to let it derail our financial goals. If you’ve read these missives for a while, you know I always come back to the same principles: intentionality, awareness, and long-term thinking. While inflation makes things more expensive, it’s our plan and the implementation of that

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How to Start a Home Meditation Practice | Dissatisfaction and Satisfaction | How to Strengthen Your Happiness Muscle | SITUATIONAL AWARENESS: The Decade Ahead | Tips to Help You Spend Less (or More) in Retirement

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Why Your Parents Should Buy You a House | So You Invested in Berkshire Hathaway: What Did You Buy? | Price Controls Redux? | Seriously – This American Life, Sara Bareilles, and Leslie Odom, Jr. (Video) | A Number From Today and A Story About Tomorrow

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The 60/30/10 A-hole Rule | Study Suggests Five-Second Break Can Defuse an Argument Between Coupled Partners | The Power of Supercitizens | 6 Retirement Financial Myths to Avoid | Three Things – Weekend Reading

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Here we are, again, in the midst of market turbulence… As a reminder, the average annual peak-to-trough decline in the S&P 500 is nearly 15%. This means that every year the market drops at some point (from a high point to a low point within the year) by an average of 15% – some years

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What Will You Leave Behind? | Fill The Bathtub | How to Fully Appreciate Your Loving Relationships | The Real Reason People Aren’t Having Kids | The Cratering Economic Prospects of White Men Raised Poor

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Only 4% of Poor People Become Rich. Why is it so Hard for the Poor to Become Rich? | Why Doesn’t Advice Work? | Intelligence and Prejudice | The Folly of Certainty | What is the Best Performing Stock of All Time?

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