Asset Allocation
Panic and Greed: Ineffective Investment Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…
Tax Prep: 6 Ways to Get a Head Start on Tax Season
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Tax filing season may be months away, but it’s never too early to get organized. Consider taking these simple steps…
Retirement Planning: Are You Doing the Right Things?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
Do You Have the Right Investments?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The answer has less to do with finding the single perfect stock or mutual fund. In fact, the key to…
Behavioral Finance Quiz: This Is Your Brain on Money
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The human brain is not a rational economic actor. When faced with uncertainty, even the best investing minds may throw…
8 Behavioral Biases That May Hurt Your Investments
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…