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Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course.

It seems likely that many of us sometimes wonder what we get in return for our tax dollars.

This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect investing behavior in ways that aren't usually helpful for achieving the best long-term results.

As everyone knows, the pandemic lockdown in spring 2020 shuttered economies around the world, sending markets into a tailspin and creating widespread anxiety as people began to fall ill from the disease and health agencies scrambled to find answers.

One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment Returns.

In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing behavior in ways that aren't usually helpful for achieving the best long-term results.

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results.

One aspect of the COVID-19 pandemic that few seem to be talking (or writing) about is the impact of those hundreds of thousands of COVID deaths on the life insurance industry—and on policyholders.

We are accustomed to regular reports on the rate of inflation from the US Department of Labor. Inflation, measured by the amount of increase in the cost of commonly purchased goods and services as measured by the Consumer Price Index (CPI), has been running at a relatively low level for a number of years now.

In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human instincts and behaviors—evolved over millennia to keep us safe from environmental threats—tend to work against us when it comes