Investor Behavior: Impact of Cognitive Bias

Buy Hold Sell Post Its

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in thinking that occurs when we are processing and interpreting information in the world around us. It affects the decisions and judgements we make.  Oftentimes, they are a result of the brain’s…

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Tip of the Month | March 2022

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Written By: Kevin Reardon, CFP® Retirement Income Strategies for High-Net-Worth Individuals For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a lower tax bracket compared to when you were working. Here are some factors that might help you achieve that: If still working, maximize pre-tax retirement…

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2021 Closing Thoughts | Market Updates

Financial Advisor

Written By: Nick Ziarek, CFA, CFP®, AIF® Every few months it’s my turn to write the blog post and I stare at a blank screen trying to think what will resonate with our clients, what is worth writing and will anyone read this (I hope you do!). This time I thought I would share snippets…

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Digital Currency Versus Bitcoin and the Future of Money

By Daniel Burrus – one of the World’s Leading Futurists on Global Trends and Disruptive Innovation. When Bitcoin debuted in 2009, I published an article making a few predictions using my Hard Trend Methodology that have proven to be highly accurate. While I stated that cryptocurrency and blockchain technology represented a Hard Trend that would grow exponentially,…

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