Great Investors: Competencies for Success White Paper

What does it take to be a great investor today? If you consider yourself the manager of your household’s finances, or if you’re a financial advisor that believes behavioral coaching and guidance can help clients be financially successful, then you will want to take a look at our latest white paper, Understanding Great Investors: The Competencies of Investing Success. The white paper, which shares the findings from one of our latest studies on investors in the mass[…]

Rewards

Race through your work, and loudly proclaim you are finished. Such is the pattern of some elementary school students (and adults, by the way). You’ll undoubtedly see this tonight: kids racing up to a door, quickly getting their reward (and hopefully saying thank you…or at the least, “trick or treat”), and then they are off to the next task, the next house. A wise teacher in one of my children’s classes is teaching that in writing,[…]

Beyond Knowledge: Changing Wealth Behaviors

A recent study from Wells Fargo and Gallup found that approximately 21% of 401(k) participants take out loans or early withdrawals from these plans. Many employees are not quite familiar with the tax consequences that go along with such behaviors. The basics of good money management, while not universally taught, can be identified and learned. Financial literacy is a necessary first step in ensuring individuals make sound financial decisions. However, it is only one piece[…]

Did you buy an $11 million Xbox last year?

A recent post by our friends at the Motley Fool refers to story told by America’s most famous investor, Warren Buffett, where he explains that if someone had invested just $40 in Coca-Cola stock when it went public in 1919, it would now be worth more than $5 million. The Fool Team updated the math and concluded that factoring in recent performance and events, the 2014 total value of that $40 investment would be nearly[…]