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The Inner Circle
Financial planning insights for real life.
Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.
When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing
Behavioral finance research shows that confidence and bias can shape investment decisions in powerful ways. This article explores how ego, overconfidence, and psychological dynamics influence financial leadership and what investors can look for when evaluating financial advisors.
Employer Equity: A Key Part of Your Wealth-Building Strategy
Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.