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I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

Interesting thoughts on moral licensing and how it can impact financial behavior. Perhaps we’d all be better served by being a little more mindful…

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1244 Hits

Behavior Gap: Ignoring the Noise of the Market

Behavior Gap: Ignoring the Noise of the Market

Last week was uncomfortable for market watchers.

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1478 Hits

Retirement Plan Contribution Limits for 2015

Retirement Plan Contribution Limits for 2015

Contribution limits for employees in 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will increase from $17,500 to $18,000 next year, the IRS announced Thursday.

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1180 Hits

Indexing Rules, But Don't Call Us Indexers

Indexing Rules, But Don't Call Us Indexers

It seems like the world has suddenly discovered that index funds are the way to go. Here are links to two recent New York Times articles citing new research on the subject:

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1482 Hits

How To Ensure Your Aging Parents Safety When Driving

How To Ensure Your Aging Parents Safety When Driving

It is estimated that by the year 2030, there will be 58.9 million people in the U.S. over the age of 65—and many of these individuals will still be drivers.

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1601 Hits

Overconfidence Hurts Results

Overconfidence Hurts Results

 Every other morning, a good friend of mine who is a triathlete goes to the local pool for lap swim before going into work. There are three lanes: slow, medium and fast.  Which lane do you think is the fastest? Turns out it’s not the fast lane.

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How Do You Invest Your Human Capital?

How Do You Invest Your Human Capital?
Behavior Gap

Things to Invest More Than Money: Things You Have to Invest

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Rethinking Money, Not as Good or Bad but as a Tool

Rethinking Money, Not as Good or Bad but as a Tool

Almost everything we’re taught about money is: saving good, spending bad. But what if it's neither...

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Client Letter July 2014

Client Letter July 2014

Don't predict the future, prepare for it.

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Client Letter June 2014

Client Letter June 2014

As I will be on vacation next week, I wanted to provide an early mid-year investment update, along with some perspectives on market valuations and what may be driving stock prices higher. I look forward to discussing it with you when I return. In the meantime, please don’t hesitate to call Carla or Andy if anything arises. I will be in touch daily.

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What Researchers Learned from Visits to Financial Advisers

What Researchers Learned from Visits to Financial Advisers

The National Bureau of Economic Research recently sent actors to visit Boston-area financial advisers to seek advice on how to invest their retirement savings. Here's what they found.

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Client Letter September 2015

Client Letter September 2015

After pronounced ups and downs in the last five months, markets surged in September. Stocks ended the quarter with a return of 6.27% and 21.45% for the year to date.

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1221 Hits

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