THE BLOG

Financial Insights & Guidance.

Explore articles, ideas, and strategies to help you make smarter, more confident decisions about your wealth, retirement, and everything in between.

Mark Joseph Mark Joseph

Take a Walk on the Mild Side?

We all have this internal tug of war going on between our adventure seeking, gain seeking side and our safety seeking, loss avoiding side. I guess you could say we all have a wild side and a mild side.

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Elise Barnes Elise Barnes

What Pot Pie Can Teach Us About Investing

The easiest way to understand asset allocation is to think of your investment portfolio like a pot pie. When making a pot pie you want to find the right mix of ingredients that balances taste and nutrition.

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Elise Barnes Elise Barnes

What Traffic Can Teach Us About Investing

Sitting in Washington, D.C. traffic always make me think of an instructive story I heard some years back. It went something like this: Imagine that you are in your car, leaving Washington, D.C., for a fifteen-hour drive to Florida.

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