During times of extreme stress (like the almost 2 years of COVID), we begin to fatigue and our decision making isn't quite as sound. Schwab explores behavioral wealth advice in their BeFi Barometer. Here are the results of their 2021 Survey and a link to the more in-depth Cerulli whitepaper on the topic.
- 2nd Quarter 2021 Market Commentary
- What IS a SPAC? What’s an NFT? Do I Want One in My Portfolio?
- Podcast: The Everyday Millionaire | Jonathan DeYoe - Mindful Money Master
- Do I Want a Financial Advisor?
- Do I Have a Good Financial Advisor?
- [VIDEO] Mindful Money: Our Investment Process