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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Articles
Category: Behavioral Finance
Understanding Bad Money Habits to Build a Better Financial Future
Behavioral Finance
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Budget
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Financial Literacy
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General
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Money and Relationships
January 28, 2026
Tyler Zieker
How do you feel about money? Do your finances lead to stress, or do you feel indifferent towards the subject? Do you avoid...
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Your Bias is Showing: Identifying and Avoiding Common Investor Mistakes
Behavioral Finance
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General
July 31, 2023
Chad Slate
The past few years have been anything been ordinary, and as a result, we have been experiencing unsettling times in the financial markets...
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Seven Financial Myths
Behavioral Finance
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Estate Planning
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General
September 28, 2022
John Zachary
Throughout my career, I’ve found that one of the biggest obstacles that prevents someone from getting involved in their finances is the...
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Behavioral Bias: How Your Feelings Could Harm Your Finances
Behavioral Finance
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General
June 24, 2022
Davis Byrd
Research suggests that the average adult makes about 35,000 decisions each day. From the moment you wake up, your brain is faced with an...
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The Art of Delayed Gratification
Behavioral Finance
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Budget
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General
April 21, 2021
John Zachary
The lack of financial literacy is a real problem in our country. Personal finance is not a required course in most schools and there is...
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