Mental Accounting Bias: How it Hurts, How it Helps

Have you ever come out on top at a casino and decided to treat yourself to something extravagant? Did you spend your last tax refund on a vacation instead of paying down debt? Do you frequently dip into your savings but wouldn’t dare touch your 401(k)? If any of these...

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7 Ways to Help You Cut College Costs

As we gear up for back to school season, you might be feeling the heat of those college tuition bills. You're not alone there. In fact, many parents choose to swallow the bitter pill, assuming they earn too much to qualify for financial aid. However, there are a...

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Q2 2017 Quarterly Market Review

We are pleased to present the Q2 2017 Quarterly Market Review for your perusal! This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset...

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What’s Your Money ‘Archetype?’

There are eight common money behavior patterns or ‘archetypes’ battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances. Have you ever had a friend who blew big sums of money...

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