How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

by Joel Dansby* on Feb 9, 2024

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.1, 2

That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.2

Instead, we could be letting some tricky biases get in our way.2

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Investors & the Markets: What to Watch Out for in an Election Year

by Joel Dansby* on Feb 2, 2024

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a lot of us, causing more election stress than ever before.1

It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.

Here’s a handful of key factors to keep in mind when you’re investing in an election year.

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Investors & the Markets: What to Watch Out for in an Election Year

by Joel Dansby* on Jan 13, 2024

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by Joel Dansby* on Jan 10, 2024

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
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