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Investor Education


We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.

Past Performance, Future Results, and Faulty Thinking Thumbnail

Past Performance, Future Results, and Faulty Thinking

“Past performance is no guarantee of future results.” In this short piece we dive into that disclosure, some evidence behind it, why most investors still ignore it, and a common psychological bias or mental shortcut our brains exhibit that if we’re aware of, can help us make better decisions, both in the markets and outside of them.

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