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    Insights | Financial Planning (4) 39 Articles

    Youth soccer team standing together with unique names on their jerseys

    Monday, September 15, 2025

    Mentality Monsters

    Bill Mann

    Mann on the Street

    A simple trick transformed a group of kids into a winning soccer team. What does this mean for your investments?

    Man smiling behind a laptop

    Thursday, August 14, 2025

    In Praise of Stan A. Poors, Master Portfolio Manager

    Bill Mann

    Mann on the Street

    An ode to patience, low turnover, and the counterintuitive philosophy of doing less.

    Older couple posing for a photo

    Friday, July 04, 2025

    How to Reduce the Impact of Cognitive Biases

    Managing your mind is equally (if not more) important as managing your money when it comes to investing. Learn how to spot and avoid the biases that could negatively affect your returns.

    Kayaking in rough waters

    Friday, June 27, 2025

    Protecting Your Portfolio in a Volatile Market

    Maintain a steady investment plan, avoid emotional trading, and aim to manage your risk with actionable tips.

    Grandparents, parents and children having an outdoor picnic on the deck

    Friday, June 20, 2025

    Simplify Retirement Investing with Lifecycle Funds

    Discover why investors are using this hands-off solution to retirement planning—and how you can create a simple DIY version with ETFs for more customization.

    Two apples hanging in a safety net

    Friday, June 13, 2025

    Do Bonds Serve as a “Safety Net” For Your Portfolio?

    Fixed income might not be as consistent as you think. Learn how macroeconomic shifts are impacting the bond market—and what it could mean for your portfolio.

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