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Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

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How To Prepare For Tax Season

Would you rather file your taxes or go without your phone for a week? If you dread tax season as much as 28% of Americans, you’d probably voluntarily give up your cell phone just to avoid it.

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Mind Over Model

Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are inherently incomplete simplifications of reality.