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Financial Planning During a Pandemic

Pursuing Financial Fitness During a Pandemic In the past year, we have had a lot of time to think about where we are in life — to determine what we value most and to assess our financials, our health, our relationships, and our future. For some, maybe those thoughts turned into questions such as...

Escaping the Trap of Low Interest Rates and Equity Risk Aversion

Escaping the Trap of Low Interest Rates and Equity Risk Aversion: Two Problems and Two Solutions Investors with a long time horizon can use behavioral finance tools to maintain significant equity exposure, avoid risk aversion, and generate attractive risk-adjusted returns. It’s been a strange year...