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The Margin

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How To Plan Your Finances In 2023

Artesys

Hello, 2023! We hope everyone had a wonderful holiday season celebrating with family and friends.  Let’s face it, last year was a tough year for many. From a tough economic climate to getting back into the office after two years of working from home, there was a lot of change….

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Wells Fargo 401(k) Lawsuit- Here’s What You Should Know

Artesys

Imagine you begin investing in your employer offered 401(k) retirement plan, only to find out those managing said funds may not be working in your best interest. For employees at Wells Fargo, this is a sad reality many have faced. The company has agreed to pay $32.5 million after settling…

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Saving money during the holidays

Artesys

The holidays have officially arrived and we love seeing the streets filled with holiday lights and seasonal decor. While this is always a very exciting time of year, it’s also a period that can get out of hand when it comes to spending money. And in the worst case scenario,…

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Introducing Behavioral Finance Theory for Individual Investors

Artesys

Article originally posted on SureDividend.com Individual stock pickers and passive investors can both benefit from becoming more aware of emotional biases.    These biases can cost you returns and lead to mistakes when managing risk.  Below you will find the most common biases we see, how to keep them in check,…

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