Our latest thoughts on minds, markets, and miscellanea.

Financial Planning Feature: The mist of war: how to think about the banking crisis

Shaping Wealth Names Award-Winning Professor and Author Hal Hershfield to its Advisory Council

Mechanics and guides: The growing trend of dual role advisers

Ten to Watch in 2023: Joy Lere

Empathy in Shaping Wealth with Brian Portnoy

Creating more self-awareness to drive better client relationships

Shaping Wealth Announces Outsourced Chief Behavioral Officer (OCBO™️) Program

Money and Emotions

Clinical Psychologist Shares the Science Behind Behavior Change

Memory Wholes

Shaping Wealth Adds Industry Leader Jordan A. Hutchison as Head of Product

Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

Heads, Hearts, and Wallets

Standard Deviations Podcast

The Long Term Investor Podcast

Voice from the Hills Podcast

Fun

Finding our way in a VUCA world

Wealth Actually Podcast

Why Your New Year’s Resolutions Fail