automation

money savings tips for college

3 Money Saving Tips for College

With the ever-increasing costs of college, starting to save for a child’s college expenses can feel like a daunting endeavor. Not to mention balancing saving for college with the myriad of other financial priorities you or your family may be working towards such as your own long-term financial security. However, as with any financial goal, …

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introduction to behavioral finance

Introduction to Behavioral Finance and Common Investor Biases

Modern portfolio theory is a generally accepted practice used by many financial advisors, individual investors, and large institutions in managing their investment portfolios. It aims to optimize the expected return based on a given amount of “risk”. Through diversification, the portfolio becomes more efficient at optimizing returns. This takes into account a plethora of mathematics …

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personal expense worksheet

Free Personal Expense Worksheet

We developed a personal expense worksheet to help our clients identify where they’re spending their money, and how much they’re spending on average, monthly and annually. We hesitate to call it a budgeting template because it’s not. We don’t believe in traditional budgeting unless it’s truly necessary to break bad spending habits. For most people, …

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best way to budget

Best Way to Budget: Automation

A budget is similar to a diet. What a diet is to physical health, a budget is to financial health. Both are developed to improve yourself, but neither are typically sustainable. More often than not they’re temporary lifestyle changes, not permanent behavioral changes. As a result, we’ve found the best way to budget is through …

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