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Blog

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jack Cuddihy | Mar 4, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Jack Cuddihy | Feb 29, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Hand holding a page with several charts on it
Jack Cuddihy | Feb 26, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jack Cuddihy | Feb 22, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Jack Cuddihy | Feb 19, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Jack Cuddihy | Feb 15, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A brain surrounded by circles representing brain waves
Jack Cuddihy | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jack Cuddihy | Feb 8, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Image of an American flag, with a person looking out of them similar to window blinds.
Jack Cuddihy | Feb 5, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Close up portrait of child giving two thumbs up
Jack Cuddihy | Feb 1, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Two people at work high fiving at a desk
Jack Cuddihy | Jan 29, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Woman with graduation cap looking at the sky
Jack Cuddihy | Jan 25, 2024

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More

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