Our blog contains information that we believe will explain financial planning in a simple and informative way. 

Find out why our worst enemy to reaching our financial goals is ourselves. 

Financial baggage comes in many forms and influences.  In this book, readers will learn how to unpack their financial baggage after reading Lou’s Anatomy of Investor Returns Theory, the basics of financial planning, and why money is not defined as units of currency but by purchasing power.

DBusiness editor RJ King and Lou Melone, CFP®, CEPA® discuss the fundamentals of behavioral investing in episode one.