by Patrick Carroll, CFP®, CExP™ | Feb 21, 2023 | Uncategorized
We are so pleased to welcome the team and clients of Integrated Financial Strategies, LLC (IFS) into the Obsidian family. We are confident that the alignment of values, practices, and culture between our firms will make this a win for everyone. By bringing on the IFS...
by Patrick Carroll, CFP®, CExP™ | Mar 7, 2018 | Uncategorized
The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the S&P 500’s best January performance since 1997, stocks took a dive at the beginning of February....
by Patrick Carroll, CFP®, CExP™ | Feb 13, 2018 | Uncategorized
By Patrick Carroll First, full disclosure: The idea of equating emotions to elephants is not mine. In his book, The Happiness Hypothesis, psychologist Jonathan Haidt suggests that our emotions are like elephants and our intellect their riders. He...
by Patrick Carroll, CFP®, CExP™ | Feb 2, 2018 | Uncategorized
by Patrick Carroll Our emotions and our intellect often interact in the same was as do elephants and their riders. Elephants are bigger and more powerful than their riders as our emotions can be more powerful than our intellects. When you make financial decisions, do...
by Administration | Feb 2, 2018 | Uncategorized
by Patrick Carroll Elephants are a favorite topic of The Pachyderm Press, specifically, the types of elephants, oremotions, that can control our financial decisions. In my book, Tame Your Money Elephants:Manage Your Emotions and Build The Financial Future You Want and...
by Patrick Carroll, CFP®, CExP™ | Feb 2, 2018 | Uncategorized
by Patrick Carroll Do you base all or most of your financial decisions on a need to play it safe? If so, could fear be driving your decisions, or even a false sense of security? “Bruce” was a high-net-worth individual whose portfolio included: stocks, real estate, and...
