Dividends are not investment returns. They are not free money, and they do not offer downside protection. They are like moving money from one pocket to the other. When you understand this, you realize that dividends are not special.

What steps can you take to cultivate a resilient mindset in the face of uncertainty? #Diversification #EmergencyFund #FinancialPlan #LongTermInvesting

Great job everyone -- not only is Ryan now a bestselling author, he's one the bestselling children's books authors in the world.

A powerful reminder about perspective. Books ordered from Alpharetta, GA. 🙏 Samantha Russell 👩🏼‍💻

🌟 An incredible day at our 22nd annual client luncheon with special guest Dr. Daniel Crosby! We dined, we learned, and we even made sure Daniel has his Diet Coke® in style! 🧊 Looking forward to more great moments next year! 🙌 #BehavioralFinance #MoneyandMeaning

Retirees sometimes undergo a seismic identity shift. Planning for life after work is incomplete if this issue goes unaddressed. Moffatt/Heaven "Who am I without my job?” “What will I do?” “What’s next?” Full study 👉 bit.ly/3F9BsP5

Earlier this week, President and Wealth Advisor Jeff Bernier (Jeff Bernier) had the pleasure of joining one of our investment partners, Avantis Investors, for a summit in NYC. 🗽 Follow along on his field trip to the New York Stock Exchange! 📈 #NYSE #ChargingBull #WallStreet

🤔 Is value investing dead? Value investing declared 'dead' in 2000 also - from '94-'99 S&P 500 outperformed small-value research portfolio, but then from '00-'07 reversed. Too soon to write off value according to Larry Swedroe ➡️ bit.ly/3LVh34a

🔔 Last call ! Only a few days left to snag a 20% discount on Building the Behavioral Advisor (BTBA) registration. Join our transformative 100-day journey of self-discovery and community building. Don't miss out – register now! shapingwealth.com/btba

A recent survey from Voya found 67% of employed Americans who are benefits-eligible spend just 30 minutes or less reviewing their workplace benefits during their employer’s open enrollment period — while 42% spend 20 minutes or less! bit.ly/47ROugC

Investors should focus on: -Living a good life -Asset allocation -Fees, costs, and taxes Instead, they often focus on: -News headlines -Short-term predictions -Recent returns

💵 Is CASH king right now? 💵 Why does guest of PWL Capital and cohost Rational Reminder Podcast podcast say, no matter the rate environment, cash is NEVER king in a long-term portfolio? 👉 bit.ly/3vWUXsU Full episode 🔗 bit.ly/3vWUXsU

"The more things you have, the more things you have to manage. Simplicity isn't merely cheaper, it's easier." -James Clear

Dive into the debate: Lump Sum vs. Dollar Cost Averaging! 💰📅 Whether it's an inheritance, bonus, or business sale, learn the pros and cons of two, long-debated investing strategies. Read blog here 🔗 bit.ly/49ymFLb

💞💰Ready to tackle money matters together? Check out Douglas A. Boneparth & Heather Joelle Boneparth sharing 5 tips for financial harmony in relationships on The Money & Meaning Show! youtu.be/-SoOKBLXsts Full episode here ➡️ bit.ly/4bisRbF #moneyandmeaning #financialharmony

Really excited about the latest episode of The Money & Meaning Show! Guest Rachael Levine of Peltoma Capital Partners and creator of Tripping Millenial. Learn how an "adult gap year" shaped Rachael's perspective on life, experiences, and F.I.R.E.! 👉bit.ly/4atiUHc

Where you live matters. 📌 Check out this snippet from The Money & Meaning Show where Ryan Frederick discusses how our surroundings influence habits, purpose, social connections, physical well-being, and financial peace of mind. youtu.be/IJTSk_Q9Suc

A reminder from Wealth Advisor Mona Fahmy 🪴 Your financial plan isn't a one-and-done document—it's a living, breathing roadmap that evolves with you! #FinancialPlanning #WealthManagement #YourFinancialJourney youtube.com/shorts/xBgCcBW…

“Triple Decker Club Sandwich” generation 🍞 People balancing caregiving for parents, time with grandkids, running a business, & more. In this clip, Sherry Finkel Murphy shares her experience navigating it all—and how she finds resilience. Full episode: link.chtbl.com/MoneyandMeanin…