Behavioral Finance Insights

Introduce your children to the “4 Hs” – Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth’s role in life. Dive into the world of financial literacy early, tailor the education to your family’s unique wealth narrative, and lead by example.

Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]

Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate. 

Mindful giving allows us to consider what we know of the recipient and to think about what that person might like to receive. Principal Judith Gordon outlines ways to think outside the box and bring mindfulness to holiday gifting.

Have you ever considered working with a financial advisor? If not, you should, as money and financial planning can be contentious subjects, and separating your emotions from your finances is easier said than done. Along with creating an investment portfolio, other topics such as estate planning, evaluating and obtaining insurance, financing or re-financing a home […]