RESOURCES

One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.

Everyone makes mistakes. It’s part of what makes us human. Because humans understand their actions are sometimes flawed, it was perhaps inevitable that the field of psychology would develop a rich body of academic literature to analyze why it is that human beings often make poor decisions. In this blog we talk about behavioral investing and the role that bias plays in investment decision making.

Key points: • Keep everything out of your head • Decide actions and outcomes when thing first emerge on your radar instead of later • Regularly review and update the complete inventory of open loops of your life and work

If we have current earnings yield, a reasonable assumption for long-term growth, a time horizon and an assumed exit valuation, future returns becomes a math problem.