A Timely Update on Loan-Level Price Adjustments
Some important updates to be aware of if you are shopping for a home and intend to take out a mortgage.
On Risk. And Uncertainty.
“Risk: We don’t know what is going to happen next, but we do know the data set from which the outcome derives. Uncertainty: We don’t know what is going to happen next, and we do not know what the data set or possible distributions looks like.”~ Frank Knight
How to Use Prospect Theory to Cope with Loss Aversion
What does prospect theory have to do with finance? The feeling of loss is more powerful than the feeling of a gain. Learn why investing and physically go hand in hand.
How much do you need to retire?
One of the most common questions we hear from our clients is "How much do I need to retire?" It depends on how you define success.
Increase (Meaning) In Life
1 in 3 non-profits registered in the U.S. face elevated risk of going out of business over the next 2 years. Your charitable giving will help them thrive AND optimize your tax deductions. Learn more here.
Foundation For a Successful Investing Experience
Learn FIVE (5) principles to build a foundation for a successful investing experience.