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October Chart Talk: Investors make irrational decisions based on these nine common psychological traps. Plus, the average investor’s ROI, the global risk landscape, advisor comensation and more in this month’s charts.
September Chart Talk: What would happen to a 60/40 portfolio set up in 1997 if it were never rebalanced for 20 years? Here’s the visual. Also see what prospects judge about you in the first five seconds, how much corporate tax contributes to GDP, and much more in this month’s charts.
August Chart Talk: The projections might surprise you. Plus this month’s charts show practical ways to build trust, best countries for retirement, how consumers feel about technology, and more.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025