Finding balance is often a difficult thing. On the surface, it sounds so simple but within many areas of life, it can be very elusive. Take some time to think about how you can take those next steps to find contentment, confidence, and financial freedom with the resources under your care.

We are all limited by our own behavior that may not be rational. When we are aware of our tendencies and we have the right checks in place, we can implement the necessary measures to avoid making costly mistakes.

Family Trusts by Goldstone, Hughes Jr., and Whitaker will help you answer: “What is the reason for my trust?” and “Will this trust enhance the lives of the beneficiaries?”

The Investment Answer addresses a surprisingly wide array of investment and financial planning topics. Designed with novices in mind, the book provides simple, yet useful investment guidance in an accessible format. Here’s our book review.

Active management is a loser’s game, which will only get tougher to win going forward. Swedroe and Berkin dive into the de4creasing pool of available alpha in their book, “The Incredible Shrinking Alpha.” Read our review.