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What is a Dream Team? The 1992 Summer Olympics in…

The High Road, and the low
By Theodore Marc Gutierrez, RFP
In Blogs, Financial Planning, Gamification Projects, Our Values
Years ago, I stumbled upon a beautiful poem from the 19th century by an English poet, John Oxenham […]
The New Normal in the Financial Advisory Profession
By Theodore Marc Gutierrez, RFP
In Blogs, Financial Literacy, Financial Planning, Wealth Mindset
The one consistent aftermath of a crisis is that it would have created an abrupt change in the […]
The Perks and Quirks of Endowment Bias
By Theodore Marc Gutierrez, RFP
In Behavioral Finance, Blogs
The Endowment Effect is a rapid test that can show you how much you value your ego. Really. A […]
Money Management Fundamentals and All that Jazz
By Theodore Marc Gutierrez, RFP
In Blogs, Financial Literacy
The Role of Happiness It shouldn’t be surprising to know that money management and financial health […]
Six Surprising Behavioral Lessons from the Game of Monopoly
By Theodore Marc Gutierrez, RFP
In Behavioral Finance, Blogs, Game Reviews
Monopoly® is, undoubtedly, one of the most iconic modern board games of all time. The game involves […]