Mission-minded money management: the case for the long-term investing mindset
For hundreds of years, only an exclusive group of people could invest in the stock market. Over the past several decades, access increased but investing…
10 signs it’s time to switch brokerage firms
Switching to a new online broker can save you a significant amount of time and money. But it’s never easy to end a relationship. You…
Put your best foot forward: 10 habits for better investing
Huge, transformational goals often fail. In fact, 92% of New Year’s resolutions fail, according to research from the University of Scranton. Yet year after year,…
7 things to consider when your brokerage gets acquired (or shuts down)
With several announcements of brokerage acquisitions this year, money is moving between brokerages at a rapid pace.
5 ways you can intentionally apply systems to your investment strategy
Recent research shows that only 8% of people who set goals achieve them. We already know we cannot rely on motivation to achieve our goals….
What do presidential elections mean for your portfolio?
The 2020 US presidential election is here and Wall Street is not shying away from commentary. For weeks, investors have been bombarded with predictions, surveys,…
Long-term investors focus on their current strategies as the 2020 presidential election approaches
The presidential election is weeks away. On a financial and psychological level, elections influence our thinking, mindset, habits, and strategy. It’s not just the…
A smart investor’s guide to systems thinking
Systems thinking champions are everywhere. They include brilliant consultants, TED speakers, AI pioneers, and public policy leaders. And no wonder: Systems thinking is consistent and…
The 5 steps to smarter financial decisions every investor needs to hear
How do we decide how to decide? It’s a little meta, but the answer is crucial – especially when it comes to our finances. Without…
