by Phil Lebkuecher | Sep 27, 2024 | Behavioral Finance
If you’re a candidate for political office, especially a presidential candidate, you don’t want to discuss the national debt and deficit. Part of the reason I believe that almost none of the politicians in Congress or the White House want to discuss the levels of the...
by Phil Lebkuecher | Aug 30, 2024 | Behavioral Finance
As we approach September, all eyes are on the Federal Reserve’s anticipated interest rate cut. This pivotal moment presents both opportunities and challenges for investors. As your behavioral financial advisor, I’d like to share three key moves to consider before this...
by Phil Lebkuecher | Jul 26, 2024 | Behavioral Finance
I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these...
by Phil Lebkuecher | Jun 28, 2024 | Behavioral Finance
As summer comes upon us, many people take time off work to travel and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy. But life is complex. We often...
by Phil Lebkuecher | May 31, 2024 | Behavioral Finance
First, let’s define “bad financial advice” as advice that promotes the interest of the person selling the financial advice and/or products, rather than YOUR best interest. Sometimes it’s not clear what the motives behind financial advice really are. So how do you...
by Phil Lebkuecher | Apr 26, 2024 | Behavioral Finance
I recently spoke on our monthly webinar about how there really is no “magic” number that can be calculated to ensure a comfortable retirement. Rather than chase a fictious amount, I suggested that investors should focus on accumulating funds in assets like 401(k)s...
