How your personal experience with money from an early age can impact our view of money as an adult

Thomas Henriques • July 10, 2025

Financial Therapy, Behavioral Finance and the "science" behind why you feel and act the way you do towards saving spending investing or ignoring your money

The 7 money personality types broken down by Virginia financial advisor

The growing field of behavioral finance is a fascinating one. The vast majority of investors suffer far greater "pain" when they lose money than the corresponding "good" feeling when an investment grows. This pain/gain ratio expands the closer one gets to retirement. Talking through your money feelings with a professional consultant can help you understand a variety of risks and alleviate some of the stress making "money decisions" can generate.  If you have a partner, discussing personal financial views with a facilitator can often expose fundamental differences with respect to spending, saving and investing and allow for truly honest and frank conversations and attempt to create a plan that accommodates the wishes of both parties, if possible.


https://greatness.com/discover-your-money-personality-type/


https://www.thinkingbigfinancial.com/what-is-money-script/

Purchasing Power of the Dollar

By Thomas Henriques • September 23, 2025
If there is one consistent theme in the history of paper (or fiat) currency has been the devaluation of it. And it is relentless:

Wall Street’s 2025 Tug of War: Are Stocks in Bubble Territory or Justified by Innovation?

By Thomas Henriques • September 23, 2025
As the S&P 500 continues to scale new highs—up 14% year-to-date and driven mainly by tech and AI darlings—the age-old bull vs. bear debate is reaching fever pitch. Investors and analysts are increasingly referencing historic valuation yardsticks and comparing today’s environment to both the dot-com bubble of 2000 and classic market excesses. Let’s examine the arguments from each camp, using well-cited market valuation data.
Glasses on a laptop with a colorful stock market graph displayed on the screen.

How a 5% MYGA Can Grow Your Retirement Savings Over 10 Years

July 14, 2025
Discover how a Multi-Year Guaranteed Annuity (MYGA) earning 5% annually can turn $100,000 into $162,890 in 10 years , with guaranteed growth and no market risk.