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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
emotional biases visual
by Matt Ward
Financial Planning
behavioral finance bias CFP emotions finance financial planning psychology
September 30, 2024
44 likes

How Emotions Are Shaping Your Financial Decisions

How Emotions Are Shaping Your Financial Decisions Neuroscience research reveals why emotion plays such a crucial role in our financial decisions. Our brains have numerous neural pathways to prioritize

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the-tale-of-two-investors
by Matt Ward
Financial Planning
buylow CFP CPA investing money psychology sellhigh stock market
September 4, 2024
26 likes

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market In the world of investing, much like in life, perspective shapes reality. Imagine two investors: one, an optimist who sees

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Psychology-of-spending-money
by Matt Ward
Financial Planning
behavioral finance CFP CPA dallas financial planning Fort Worth investing money psychology
September 4, 2024
21 likes

The Psychology Behind Spending Money

The Psychology Behind Spending: Why We Think $30 a Day is Fine but $30 a Month Feels Like a Burden It’s a common scenario: we’ll easily spend $30 on a meal, coffee, or entertainment without a second t

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