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Featured Articles: Good Writing From Around The Web Confidence and Validity The confidence an expert exudes has less to do with the validity of their intuition than the domain in which the expert operates. “A Good Study” Being published is NOT proof that the science is settled. Did they show their work? Was …
I have been in financial services for over 2 decades, and there are 5 things I see (over and over) that take people away from their financial success. They are: Spend > Earn Retire Too Early Panic Sell Excited Buy No Planning Spend > Earn This one seems so obvious, yet so many people do …
Featured Articles: Good Writing From Around The Web Neuroscientist: How Caffeine Works and What It Does to Your Body (Video) Why I love coffee. (I have no idea how true any of this is, but it feels true). Closing Down the Billionaire Factory The world of private equity is a parasite on the …
Happy to reconnect with an old acquaintance and go deeper personally. I was introduced to the Million Mask Movement when Ashanti came to our kids’ middle school to give a presentation about the masks that boys wear on the playground. It resonated and I was super excited to be invited to his podcast, Taking Off …
The last 2 weeks, I’ve been talking about “account minimums” in the financial services industry. 8/8/22 – Minimums Are Necessary, But I Don’t Like Them 8/15/22 – No Account Minimum (Part 1): Education for Do-It-Yourself (DIY) Financial Planning These issues of “account minimums” and who has access to advice have been on my mind for …
Featured Articles: Good Writing From Around The Web Cognitive Biases and Brain Biology Help Explain Why Facts Don’t Change Minds We are naturally closed-minded. Being open to ideas and opinions takes work. The Secret to Being Lucky If luck is a primary determinant of success, shouldn’t we be asking how we can become …
Last week I talked about account minimums in financial services. My stated concern was that 80-85% of the US population doesn’t have enough assets to qualify for most advisors’ $500,000 minimum. They either do it themselves or work with commissioned sales people. They don’t have access to independent, objective advice from a qualified fiduciary to …
Featured Articles: Good Writing From Around The Web Thinking About Reaching Out to Someone? Science Says Do It Drop the note; make the call; send the text. Overcoming acquaintance inertia leads to surprisingly positive results. Before You Fly The Nest: Advice For Kids Heading to College Share this life advice with the new …
Clearly, there is a very low bar to shop at the local drugstore. If you are wearing a shirt and shoes (pants, I guess, are presumed), you can be a customer. Tellers can handle 20 customers (or more) in an hour without knowing anything about each customer. Professional service firms routinely spend multiple or even …
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