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Tag: financial behavior

How to Know When Financial Therapy Might Help

What is a financial therapist, and how do you know when you need one? Basically, a financial therapist fills the gap between financial planners (often numbers specialists who don’t understand psychology), and therapists (often behavioral change specialists who don’t...

Reprogram Brain for Wiser Money Decisions

Watch this video on YouTube If you’ve ever struggled to learn new software or unravel a computer problem, you know that part of the frustration of dealing with technology is its logic. Computers respond according to their default operating systems. If we want...

Investment Success Based on Client Behavior as well as Portfolio

Watch this video on YouTube There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based less on the structure of your portfolio than it is on your ability...