Financial Articles

When making an “optimal” financial decision, it’s vital to look beyond pure calculations to consider your personal values, emotions, and changing circumstances.

How do your memories impact your investment choices?

While the holiday season is often expected to be joyful, it can also bring feelings of sadness, anxiety, or depression for many.

Retirement marks a crucial financial transition from earning a regular paycheck to relying on your investments for income.

If you’re invested in equities, you likely know that the U.S. stock market has surged recently. However, some analysts (though they have no crystal ball) are tempering expectations for future returns.

What causes an investment trend – and how should you respond to it?

If you’re continuing to work, how can you share your talent and wisdom in the most impactful way?

Regardless of if you’re already retired or have yet to make the transition, you can always learn more about how to make this time in your life more fulfilling by calling on the advice of others.

Should you pursue financial independence and financial security, or do they mean the same thing?

Whether you’re already retired or preparing to retire, chances are, you have experienced one, several, or all of what previous podcast guest Dr. Riley Moynes refers to as the non-financial “four phases of retirement.”

You are likely no stranger to the fact that major events, like U.S. presidential elections, create ideal fear-inducing headlines for media outlets. However, this intense attention can also create an illusion that elections have profound effects on all areas of life, including investments.

The perception of aging is evolving. If you shift your perspective of what it means to “grow older” and challenge negative stereotypes, you can clearly see the valuable contributions older adults make to society.