Monthly Archives: September 2016

Behavioral Finance: How to Avoid the Behavior Gap

It might surprise you to learn that when it coms to managing their personal finances, many people act in an irrational way that damages their economic and financial self-interest. In fact, there’s a term that describes the negative impact of poor decisions made by investors: the behavior gap. This is the title of a book […]

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How Women Can Plan for a Financially Secure Retirement

Planning for retirement is important for everyone, of course, but it’s especially critical for women. Why? Because studies have indicated that when compared to men, women often don’t save as much money for retirement. Sobering Stats According to a recent Vanguard report, the average 401(k) balance for women is about $75,000 while the average for […]

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How to Keep Emotions Out of Your Investment Decisions

The first month of this year has tested investors’ emotions perhaps more than at any time since the financial crisis almost eight years ago. No matter how committed you may be to staying the course with your investing strategy, it’s difficult to experience market drops like we saw in January and not feel emotional about […]

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Meeting the Financial Challenges of the Sandwich Generation

They’ve been dubbed the “sandwich generation” — couples and individuals typically in their 40s or 50s who are faced with the dual financial challenge of raising kids or helping support adult children while also caring for aging parents. According to the Pew Foundation, at least 15 percent of middle-aged adults are currently providing financial support […]

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