Updates & Insights

In The News

Behavioral Finance Helps People Deal with Emotions Behind Spending

www.marinij.com | Aug. 9, 2016

Say you’re a shopaholic who has racked up credit card debt, which is forcing you to skimp on essentials. Or maybe you took a pay cut in a new job but are accustomed to certain luxuries you can no longer afford but keep buying anyway. While financial planning may have been the traditional way to deal with these budget troubles, today many people are seeking help from financial coaches, who help clients budget their finances but also delve into the messy emotions behind money.

From the Aequus Newsletter

A Gift for Your Family

  Imagine a situation in which some or all of the following circumstances were to happen to you. Marlene, the matriarch of a family, is a youthful widow who is active, fiercely independent, and living on her own. Her adult daughter and son are both married and busy with their own...

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From the Aequus Newsletter

Sometimes The Answer Should Be “NO”

by Matthew Sivertsen

A recent article in the Washington Post by financial columnist, blogger and equities analyst Barry Ritholtz advised investment clients to “say ‘yes’ to the financial advisor who will tell you ‘no.’” His article points out the daily dilemma that all...

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From the Aequus Newsletter

Surviving A Financial Rough Patch

by J.J. Sessions

Much has been said and written of late about an article by Neal Gabler that appears in The Atlantic Magazine entitled The Secret Shame of Middle-Class Americans. The article addresses the Federal Reserve Board’s study monitoring the financial and economic status of...

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From the Aequus Newsletter

Values-Based Retirement Planning

In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been on building a nest egg. In The Late-Start Investor, author John Wasik recommends discarding this obsolete view in favor of a...

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In The News

6 Steps to Navigating a Financially Incompatible Relationship

Dr. Marty Martin appears on the Everup.com Online Digital Platform / www.everup.com | May. 23, 2016

Broaching the topic of finances with another person has become taboo—even with those whom we’re closest to. Many of us, understandably, are pretty hesitant to bring up bills and income with our parents and siblings, and talking salary or debt with our closest friends is a social faux pas, too.

From the Aequus Newsletter

Transcendental Meditation And You

By Cicily Maton

    One of the misconceptions I have had is that as we get older life’s stressors will diminish. How wrong I was. I have learned otherwise from the best teachers and mentors I know…my clients.

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From the Aequus Newsletter

Reflect On Money Memories

  Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their actions as well.

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From the Aequus Newsletter

Put Savings (and Yourself) First With a Budget

Americans, it seems, are spenders. Although personal savings rates have increased recently, they remain low by historical standards, as many people continue to spend beyond their means.  If you’re among those Americans who can’t seem to save, it might be time to create a budget. A...

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From the Aequus Newsletter

Rebalancing Your Life Portfolio

    Many individuals express greater financial success and satisfaction when they see a direct link between their financial planning activities and their life goals. They also feel more motivated to make improvements in their money matters when they view their financial resources as a...

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