Category Archives: Miscellaneous Thoughts
Why Twitter (X) Puts Me in a Pessimistic Mood
Several times each week I peruse X (formerly known as Twitter). When I open the [...]
When Expectations Don’t Match Desires
A lot of grief is caused these days by miscommunication and unmet expectations. When we [...]
The Biggest Issue With Treating Your 401k as an ATM
The Wall Street Journal recently reported how frequently investors are tapping into their 401k well [...]
When Spouses Engage Differently With You
Client communication is one of the most important facets of the advisor/client relationship. We want [...]
4 Years Ago This Piece of Content Was Prescient
It was four years ago today that I wrote a post that has turned out [...]
Increase Your Social Influence by Eulogizing the Living
This last Spring I had finished reading a few books that had to do with [...]
The Best Article I Have Ever Written
I have been creating behavioral finance content for eight years now. Some of the content [...]
Happy New Week!
I honestly can’t stand New Year’s Day. OK, it isn’t the day itself, especially if [...]
Is it Better to Be Nice or Honest?
What do you think – Is it better to be nice or honest? [...]
Get On (or Off) the ARKK!
ARKK has been one of the most popular investments over the past few years. It [...]