Getting Started

Traci’s new ABFP® designation is all about behavioral finance: the science of overcoming emotional investing.

We like to believe we make financial decisions based on information and analysis. But the truth is, our brains are wired with certain shortcuts.

As my mom turns 90, I’ve been thinking about the lessons she taught me, lessons I still use when I’m helping people make decisions in noisy markets.

For many pre-retirees, it can be easy to overlook one of the best things you can do for your future self: get your finances into a healthy routine.

A holiday gift guide from the experts to make financial literacy fun.

Choosing the right financial professional to guide you starts with asking the right questions.

Smart About Money™