Author name: Jon Milliken

Behavioral Biases: Turning Instincts into Investing Advantages

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.   “As investors, we leap before we look. We stay when we should go. […]

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Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.    “As investors, we leap before we look. We stay when we should go.

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Updates on the New Orleans Real Estate Market with Andrew Sheppard

A Greek philosopher once said “change is the only constant” and that is certainly true when it comes to New Orleans real estate. That’s why I asked real estate professional Andrew Sheppard a few questions that might help buyers and sellers navigate this market. What factors are driving the current real estate market, and how

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Actual Outcomes of Lump-Sum Investing vs. Dollar-Cost Averaging

In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging?   In round one, we discussed why lump-sum investing is generally expected to generate the highest returns over time. In markets that

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Help Participants Avoid These Target Date Fund Missteps

Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in

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Fiduciary Hot Topics Q2 2024

Congress releases SECURE 2.0 technical corrections discussion draft On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released a “discussion draft”1 of proposed technical corrections to the retirement plan-related portions of SECURE Act

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