Insights

April 18, 2024

The Loss of Daniel Kahneman

Psychologist Daniel Kahneman passed away on March 27th at age 90. Perhaps no other individual had such a pronounced influence on behavioral economics.

February 8, 2024

The “B” Word…Yep, Budgeting!

In a recent meeting a client asked me what budgeting technique works well for the Dolan Family.

January 22, 2024

If You Speculate, Set Rules First

Trading in speculative investments can be fun, and having some basic guidelines can be helpful.

October 26, 2023

Follow the Happy Money

My parents are aging, but their wisdom is showing when it comes to how they spend.

August 23, 2023

Urgent, Urgent, Emergency!

Emergency Fund Basics

August 2, 2023

Paper or Plastic?

How we spend, the amount we spend, and our financial (and physical) health may be impacted by the decision to use credit card versus cash.