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How to Reframe Your Clients’ Childhood Money Messages

Previously posted on WealthManagement.com Money is complicated.…
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It's Time to Start Thinking Taxes

There is one key factor in financial planning that connects…
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JOYN Launches New Website

For over 14 years, JOYN has led a revolution in the wealth…
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How to Combat the ‘More Money, More Problems’ Trap

Previously posted on Equities.com. “Buy the fancy car.” “Invest…
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Marriage and Money Arguments

It’s no secret that financial conflict is among the top…
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Here's Why Lotto Winners Often End Up Bankrupt

Previously posted on WealthManagement.com Sudden wealth…
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Is The American Dream Fraying? What We Can Learn From The Finance Industry.

Previously posted on Forbes. Nearly 80% of Americans have…
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6 Wealth Management Tips for Surviving a Down Market

Previously posted on Born2Invest. According to economists,…
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The Inverted Yield Curve What You Need to Know

WHAT HAPPENED Last month the yield on the 10-year Treasury…
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Meet Our Three Behavioral Wealth Specialists

JOYN’s Behavioral Wealth Management model integrates Wealth…
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The Problem That Won’t Go Away

Do you struggle with a persistent problem that keeps cropping…
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China: I’ll See Your Tariff and Raise You a Currency Devaluation

Two short weeks ago when I penned JOYN’s Mid-Year Market…

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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