Matt Wenborn - Dec 2024 Many times, individual financial goals morph into joint financial goals. Examples can include, travel, the...

Matt Wenborn - Dec 2024 As a Certified Financial Planner, I assist those of all walks of life, with their own unique stories, however...

If you're excited by the S&P 500s recent returns, this is for you.

Having misinformed expectations can have some unexpected affects on your finances.

The lower your expectations, the happier you are and this is all because of a little chemical in your brain called dopamine. Find out more.

If a person saves $500 per month and gets a 7.5% return for 40 years, they will end up with a little over $1.5m (it’s actually $1,511,911).

“My neighbour had this investment, and they made over $1M!” Sounds intriguing right? Well, it might be a little misleading, because...

Happiness isn't quite what we expect it to be when it comes to paralysis and winning lotto

Simple works for most people, but simple doesn't 'sell' very well. This means that the financial industry has to find ways to 'sell' stuff.

Here are some thoughts that are little nuggets, jam-packed with wisdom.

Financial wellbeing isn’t just about numbers in a bank account—it’s about achieving balance, security, and peace of mind in your life.

The best investment comes down to 2 main factors: ·         A person’s perspective ·         Time

Indexing is more likely to outperform active strategies. That's it.

Brilliance and patience get different results. The good thing is, patience is within our control, so use it to your advantage.

Power of The Long Game In a world where most people play the short game, playing the long game offers a huge advantage. There is an old...

All those fund managers, with all those researchers behind them, must be able to do better, mustn’t they?’ Not according to the facts.

While the short-term matters, the long-term is where you want to focus. Don't base your plans on short-term results.

Greatest Investment Quotes In the world of finance, investment quotes can be transformative, shifting the way you think about money and...

Money makes the world go round. Global capital markets (stocks, bonds, private investments, real estate) are worth over $100 trillion. If...

By Jim Parker KEY TAKEAWAYS At the turn of the financial year, the media is filled with articles making forecasts for the economy and...