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Improving Investor Behavior: Finding financial happiness, part 2

Editor’s note: The first column in this two-part series published on March 17. Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other necessities has made those higher incomes feel insufficient. […]

Improving Investor Behavior: Don t overthink it

New Year's resolutions. Stocks. Bonds. Inflation. Economy. Wall Street. Stock market. Investments.

Improving Investor Behavior: The value of a sale

The S&P 500 is composed of 503 of the largest, most profitable, and most innovative companies headquartered in the United States.

Improving Investor Behavior: Is your home an investment?

As an investment adviser, I tend to compare returns to that of the S&P 500.

Improving Investor Behavior: 45 years, 20 lessons

At the outset of my career, my goal was (and still is) to help people find their freedoms: freedom of time, freedom of work, freedom of relationships, and freedom of purpose.

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