Entries by Megan Roberts

Overcoming Fear and Greed – Circa 2017

It seems everyone has an opinion about what is coming next which makes it difficult to tune out the noise and “predictions” of market pundits. But if there is one thing we have learned from the media, it is that no one seems to have a clue what is coming next. There is never a […]

A Little Bird Told Me: When Twitter Moves Markets

It’s hard to believe the impact a mere 140 characters can have on financial markets. As demonstrated by now President Donald Trump, tweet-shaming packs a powerful punch. In the early morning hours of December 6, Trump tweeted that Boeing’s new Air Force One fleet project, at a cost of $4 billion, was “out of control.” […]

The Least Fun Way to Maximize Holiday Gifts

My spouse is the first one to remind me why finance and accounting professionals, of which I’ve been both, take the fun out of everything.  Whether it’s keeping the books in balance or households and divisions under budget, we’ve been known to tend to say no to some of the fun decisions that our peers […]

Simple Definition of Fiduciary

A fiduciary is obligated to give you advice that is in your best interest. Yeah….I know…..who wants advice that is not in their best interest? Sometimes in our lives we don’t want what’s in our best interest, but when you walk into the office of a Certified Financial Planner® you should not expect anything less […]

Your Financial Life Owner’s Manual: Ongoing Maintenance

The book that sits in the glovebox of your car has the obligatory ‘Ongoing Maintenance’ section, highlighting how often you should be changing your oil, flushing your transmission fluid and a slew of other tune-up services.  However, no one probably gave you an ongoing maintenance guide to your financial life once your account balances started […]

Don’t Confuse Effort with Results

It may be possible to do more damage to your financial future as a tinkering and impatient investor than by staying the course. The temptation to make tweaks to investments and move money around, especially when markets are particularly volatile, may be hard to resist. In our experience, periods of volatility are exactly when being […]

What You Know May Hurt You: Investment Biases

We all bring our own biases from our life experiences to any decision, whether it’s our health, jobs, politics or our money. If your money biases are in the driver’s seat, they may have adverse effects on our wealth in the long run. Here are some examples of common biases: In our experience, individual stock […]