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Tag archives for VUL

We would like to apologize for not really settling the…

Overcoming Your Anxiety with Numbers through Play
By Theodore Marc Gutierrez, RFP
In Behavioral Finance, Blogs, Financial Planning, Gamification Projects
Your long-held math anxiety may be the reason why you’re delaying your financial plan. To ease the […]
Games vs COVID and the Fight to Stave off Low Motivation
By Theodore Marc Gutierrez, RFP
In Blogs, Gamification Projects
There is no single cure-all for the pandemic. Fortunately, we thought of a way forward to […]
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 […]