To appreciate evidence-based investing, it helps to look at its historical roots, planted more than a half-century ago, and incorporated into its early solutions: index and passive asset-class investment strategies.
How do you ensure your best financial interests are the top priority when you invest? One way is to use evidence-based investing instead of traditional active investing
While financial resources provide an essential ingredient for life’s success, it does not necessarily equate to personal happiness and wellness. Enter The Wheel of Wellness: Seven Habits of Healthy, Happy People.
Your IPS is a platform from which to build your financial future, as well as a living reference that grows and evolves through conversations, feedback, and updates.
As you approach and enter retirement, your focus typically shifts from saving, investing, and staying on track to spending, preserving, and ensuring you have enough to last.