Financial & Behavioral

Financial Literacy Quiz!

How financially literate are you? How much do you really know about interest rates and inflation? What about financial risk?

Only about 1 in 3 folks can score 80% on a simple financial literacy quiz, and only 7% answer every question right.(1)

So, how will you measure up? Can you beat 93% of your fellow Americans?

A simple financial literacy quiz can really put your money smarts to the test. It’s a quick and easy way to see what you really know about the basics of finance — and if there are any gaps in your knowledge.

It’s just six questions: Click here to take the quiz!

3 Short-Term Strategies for Long-Term Wins

As post-pandemic life starts to return to “normal,” we’re starting to look toward our long-term goals again. Alas, uncertainty remains.

So, how do we bring the long run into focus without getting derailed by the short run?

I made a quick video discussing 3 strategies you can use in the short term to help you win in the long term!

Behavioral Biases

“The investor’s chief problem – and even his worst enemy – is likely to be himself.” — Benjamin Graham

If you’re looking at headlines or feeling the pressure of the downturn, it’s easy to think you’re not in control. And it’s true—you have limited control over external circumstances (like the pandemic). But you have complete control over yourself and your behavior.

Times like these are when it’s most important to dig deep, root out bad habits, and come out on the other side mentally stronger than before. This short video shows exactly how you can overcome the hardwired biases that can cheat you, including the huge mental trap that even Warren Buffett has to fight.