

Losing 50%
Life is full of wins and losses. We win games, we lose bets. We win business and lose our keys. In the world of investing, winning and...
Mar 183 min read
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Is America Running Out of Homes? A Loaded Question
Is there a housing shortage? If so, why? There are plenty of answers but nobody seems to agree on one.
Feb 185 min read
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Price’s Law: Hail to the Overachievers
There are many laws of economics. Murphys Law (probability), the Law of Large Numbers (insurance) and the Law of Diminishing Returns....
Jan 286 min read
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The Bots Are At Your Doorstep
The robots aren’t just coming soon... they are here, they’ve been here and only now you are starting to see them. Think that nice car in...
Jan 143 min read
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Hacked and Helpless
By: Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA Fraud is real. Thieves are real. None of us are immune and typically they strike at the...
Jan 75 min read
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Simplifying Life: The Ultimate Goal of a Wealth Manager
By Brad Heagy, CFP ® and Kari Baer, CFP ® , CFA How many of our meetings with clients start off talking numbers, hit on performance at...
Dec 27, 20247 min read
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Chasing Certainty: How Our Obsession with Knowing it All Shapes Our Lives
‘You can’t lose.’ I have heard people say it, so have you. I also laugh, and so should you. Why, you ask? Well, because certainty is that...
Sep 2, 20244 min read
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