Behavioral Finance

What Investors Should Focus On In 2023

2022 wasn't the worst year on record for stocks, but it was the worst simultaneous year in modern history for both stocks & bonds. U.S....

3 Critical Lessons For Market Declines

The following is adapted from Marlena Lee's recent article published by Dimensional Fund Advisors (DFA). While Aspen Leaf Wealth...

Be Careful Accelerating Debt Payoffs

"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...

Why Clients Fire Financial Advisors

Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...

Does The Election Matter For The Stock Market?

There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...

Portfolio Tactics During The Next Market Downturn

What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.

Rate of Return Trailing Time Frames

How quickly can an investment portfolio's performance change? This client's story will surprise you!

Financial Complexity Is Killing You

Yes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...

I Saved $80,000 In 3 Years. Here's How I Did It.

Read the things I did as well as avoided on my savings journey.