Skip to content
Ten years ago, we officially launched our platform at the XYPN 2016 conference in San Diego. If you were there, you remember the big tent! At the time, there were very few firms or tech companies that focused on the behavioral side of financial planning. Most conversations in fintech centered around robo-advisors that were going to take over the industry (spoiler: it didn’t happen). Psychology & Financial Planning What has changed since 2016? The …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Seed Money Consulting Year Founded: 2016 Services Provided: Tax Prep, Business Consulting, Investment Management, and Financial Planning Assessments used: Building Wealth Financial Perspectives Investor Profile RTQ Money Personality How has your firm benefited from implementing assessments or other aspects of financial psychology? Emphasizing financial psychology aligns deeply with our firm. Our firm puts client relationships first and ensures they are …
Knowledge is power, and the basis of all knowledge is having the right data. Datapoints (or, data points, if you like) are the smallest form of data. Think of them like information atoms. Alone, they’re seemingly small and insignificant. But when you combine them, you can discover trends, uncover essential information, and better understand the world around you. These minuscule particles of information can be essential to learning about others and ourselves. Here’s what …
Article Title: Aging and Altruism: A Meta-Analysis Publication:Â Psychology and Aging Authors:Â Erika P. Sparrow, Liyana T. Swirsky, Farrah Kudus, and Julia Spaniol Older = More Altruistic? Previous research and theories related to altruism and aging have suggested that most of us become more selfless and “nicer” as we age. Altruism is generally defined as a tendency towards decisions that promote the welfare of others at some cost to ourselves. Most scientific research has shown that …
Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …