Insights

June 26, 2025

Raising Kids, Managing Money, Feeling Overwhelmed? Here’s When to Get Help

When Should Young Families Hire a Financial Advisor?

February 20, 2025

Our Human Nature

When it comes to investing, understanding our natural human tendencies can help us slow down, plan, and make wise decisions.

July 17, 2024

Short Bursts & Marketing Timing

Over longer investment horizons, small cap stocks have tended to outperform large cap stocks. However, this outperformance may take a decade or more to be noticeable.

April 18, 2024

The Loss of Daniel Kahneman

Psychologist Daniel Kahneman passed away on March 27th at age 90. Perhaps no other individual had such a pronounced influence on behavioral economics.

February 8, 2024

The “B” Word…Yep, Budgeting!

In a recent meeting a client asked me what budgeting technique works well for the Dolan Family.

January 22, 2024

If You Speculate, Set Rules First

Trading in speculative investments can be fun, and having some basic guidelines can be helpful.