What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket.

Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial...

How Hindsight Bias Hurts Investors

by Steven Story on
Categories

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions in play.1

With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray.

Here...

7 Milestones At Age 50 & Above

by Steven Story on
Categories

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.

Here’s a look at why, with a focus on each milestone birthday after 50 and the role it...

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new tech before it went mainstream!”
  • What’s the next “unicorn” that will make a fortune?”

It’s common to feel this way. Many of us experience...

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...