Clients fired their advisors for various reasons beyond just financial considerations, suggesting that solely focusing on cost and returns may not capture the full picture. Read more on our blog: spr.ly/6017uqg3z #financinaladvisor #financialplanning

Knowing what makes you happy and what you value most in life can help keep you on track, even when you are confronted with the time, flexibility, and freedom that retirement provides. morningstar.com/personal-finan…

A key to lifelong learning is to see everyone you meet as a potential teacher. No one has a monopoly on wisdom. Each interaction is a chance to question old assumptions and gain new perspectives. Collecting lessons from others is the fastest way to fill gaps in your experience.

You can’t control how your investments perform, but here's what you can control: - Savings rate - Asset allocation - Fees - Your investment behavior What would you add?

This post is a reminder that no one knows the future. But that doesn't stop people from making predictions. At the end of every year, big financial institutions forecast what the market will do in the year ahead.

The case for a lazy approach to personal finance via my colleague Samantha Lamas Morningstar, Inc. 👍🏻 morningstar.com/personal-finan…

How can we work on becoming better communicators and, thus, develop better connections. Charles Duhigg gives us a few tips on how to do on Behavioral Scientist: 1. Speak less 2. Ask questions (dig into other's ideas) 3. Admit to (and laugh at) your own faults shorturl.at/3bHNF

BRB watching this Sophia Smith goal on repeat 🔂

I know we are all over the panic of the market sell off which was ages ago (Monday 😆) but being lazy when it comes to your finances may be evergreen advice! morningstar.com/personal-finan…

Anyone else feeling anxious about the upcoming election and how it might impact their finances 🙋‍♀️? If so, check out Danielle Labotka's latest piece before you make any money moves! morningstar.com/personal-finan…

Need help keeping a level-head as you consider the US presidential candidates’ economic proposals? Well, John Rekenthaler has you covered!! morningstar.com/columns/rekent…

Even with a set withdrawal rate in hand, many retirees struggle to walk that fine line of spending too much and spending too little in retirement. In my latest piece, I talk over a few behavioral biases that could be at play behind this struggle: morningstar.com/retirement/tip…

Apparently retiring is scarier than dying now, and not just because people are worried they aren’t financial prepared to retire, but also because they aren’t emotionally prepared to retire. Which is all the more reason to help investors on both fronts! usatoday.com/story/graphics…

Given a 3+ year time horizon, what does the fed rate cut mean for investors: a. Recession oncoming, panic now 😧 b. Stocks are bound to go up, buy now 🤑 c. Not enough information. Answer is 🥁🥁🥁 C! Danny Noonan has some great thoughts on this point! morningstar.com/financial-advi…