Insights

This article will help your clients and prospects understand the basics of asset allocation, and how their portfolio balances risk and potential returns.

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

It doesn't matter how big anyone else's house, truck or 401k is... because they aren't you.

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

Managing portfolio risk can be difficult for even the savviest of investors. These risk management basics can help.

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

"Okay campers, rise and shine... and don't forget your booties 'cause it's cold out there!"

Retirement changes everything. Has your money mentality changed with it?

May is Mental Health Awareness Month. With the events of this past year, it's possible you or someone you know has experienced a decline in mental health. Here's how that could be affecting your financial wellness.

The most important life skill we can equip our kids with is having a healthy financial relationship with money.

Throughout the pandemic, we're spending more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.

Recent studies suggest women lack financial confidence. Empower the women in your life using these 5 tips.

If the odds of winning the Powerball jackpot are one in 292.2 million - why play? We explore who tends to gamble the most, why they do it and the problems it can create for some.

No one's unbiased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how we can help overcome it together.

Financial planning is a nuanced subject. At the end of the day, it comes down to values, time and money.

With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics.

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

Fluctuations in the market can create both excitement and stress. But understanding how these emotions affect your decision making is critical to maintaining financial health.

Despite universal disdain, budgeting is still seen as foundational in personal finance. Our team at Paradigm thinks there is a better way to budget… not budget at all.

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.