Behavioral finance

Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »

Are the “goals” of financial planning helpful or harmful?

Are the “goals” of financial planning helpful or harmful?

In an effort to inspire clients and potential clients to take action on financial planning, we see an endless stream of advertisements featuring exotic golf courses, beaches, sailboats and sea mammals. Words like “hopes”, “dreams” and “passions” are often invoked. And for the smaller subset of people in this world who regularly use these terms, …

Are the “goals” of financial planning helpful or harmful? Read More »