It's almost 2019 which means it's time for resolutions. While making goals and plans for the upcoming year is a good idea it's best to keep things realistic to increase your chances of success.
See which common resolution Kathy says you should never make on Reader's Digest
By Kathy Longo, CFP®, CAP®, CDFA
The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good ones in place so far. There has been a lot of recent research about the decision-making process everybody goes through on a daily basis, with direct implications for your financial goals. The following blog from Carl Richards, Director of Investor Education with the BAM Alliance, provides an interesting introduction to the study of how decisions are made, or not made.
By Kathy Longo, CFP®, CAP®, CDFA
Greetings! We hope you enjoyed your holidays and are ready for a successful 2016. If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety of negative news stories have been attributed to current market activity, including:
