Skip to content
While watching the new Star Wars trailer with my children this week, I was mesmerized by the entire production. I fondly remember the first time my parents took my brother and I to see any of the films (The Empire Strikes Back). After seeing it, my brother and I were hooked on the story, the images, and the action figures. Oh, and the Millennium Falcon, with the cool hidden panel on the floor. My brother had that …
We’re excited to announce a new partnership between Data Points and the Financial Planning Performance Lab (FPPL) at the University of Georgia and the addition of Dr. John Grable, CFP® and professor of financial planning, to the Data Points advisory board. UGA’s FPPL is the only applied clinical facility in the nation designed for the purpose of obtaining evidence regarding the effectiveness of the financial planning process. Its research on the interaction between financial …
Building a business is challenging work, made easier by having trusted colleagues by your side. I’m so thrilled to share that two awesome folks are joining the Data Points’ team this week. Danielle Reid, vice president of business development, will be responsible for sales and partnerships, and Craig Dawson, vice president of product management, will be responsible for creating cool, scientific products that bring value to our clients. Welcome, Danielle and Craig! …
A transformational leader can utter the words “I messed up” even once seated in the c-suite. Accepting responsiblity is challenging for most, but it is particularly so for those in leadership roles. While working as an organizational consultant in graduate school, I saw this play out in a way that was less than ideal. My colleague and I had prepared a presentation for a prospective client: we included numbers, statistics, data – here’s how our product can impact …
Do you see patterns in your spending, saving, and investing behaviors that mirror those of your parents? Or, have you changed because, perhaps, their behaviors didn’t provide the best illustration of how to successfully manage finances? What types of parental experiences are positively related to a child’s future net worth? What sets of experiences would lead to someone accumulating more than his peers, regardless of income, age, and what what gifted to him? In examining …