Happiness and investing? Can you do both?

The Happiness Equation, as it relates to investing, is an interrelationship between your perceptions and expectations of investing and events. How do you manage happiness when you can’t manage the markets or the events that influence the markets?


The inserted article below explains.



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In the interest of disclosure: I do use Dimensional sub-managed SA Funds with most clients (not a fund requirement, but a business standardization decision I’ve made because of the evidence based approach. A short video (2:39) about Dimensional’s approach.

Analogies that explain the difference between investing and planning which many don’t realize are different:

This blog is not a solicitation; simply an explanation of a basic philosophy and approach.


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