top of page
![](https://static.wixstatic.com/media/1d4137909c1f404eac293a1b7287978b.jpg/v1/fill/w_227,h_147,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/1d4137909c1f404eac293a1b7287978b.jpg)
The Planner's Beta
Search
![What Bonds Tell Us About Stocks](https://static.wixstatic.com/media/043d73_0f16a38326414034ab2d78e43d97106a~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_0f16a38326414034ab2d78e43d97106a~mv2.webp)
![Market Perspectives After a Nervous Start to 2025](https://static.wixstatic.com/media/043d73_e6f13926d2154fcc86d4171f7ec0d495~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_e6f13926d2154fcc86d4171f7ec0d495~mv2.webp)
Nate Baim, MBA, CFP®
Jan 136 min read
![3 Financial Resolutions for 2025](https://static.wixstatic.com/media/043d73_26f6f253a5a1474f9550fe5c5eb17782~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_26f6f253a5a1474f9550fe5c5eb17782~mv2.webp)
![How Behavioral Science Helps Us Avoid Financial Traps](https://static.wixstatic.com/media/043d73_145b9e0746254add8c6f9cfc48f5e4c3~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_145b9e0746254add8c6f9cfc48f5e4c3~mv2.webp)
Nate Baim, MBA, CFP®
Dec 17, 20246 min read
![5 Insights for Long-Term Investors in the Second Half of 2024](https://static.wixstatic.com/media/043d73_7aa7de059a7c46748fe7994ad96fb4a8~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_7aa7de059a7c46748fe7994ad96fb4a8~mv2.webp)
Nate Baim, MBA, CFP®
Jul 3, 20248 min read
![Elections & Your Money](https://static.wixstatic.com/media/043d73_e15be488b1524f5e800df822220eb8ee~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_e15be488b1524f5e800df822220eb8ee~mv2.webp)
![Loss Aversion and Sequence of Returns](https://static.wixstatic.com/media/043d73_0af0b043f6ba46adb4a9125b4258ac25~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_0af0b043f6ba46adb4a9125b4258ac25~mv2.webp)
![The Importance of Investing Early](https://static.wixstatic.com/media/043d73_aa91e927663b409ab2560cd7edd0bb29~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_aa91e927663b409ab2560cd7edd0bb29~mv2.webp)
![Organizing Your Financial Life for Success](https://static.wixstatic.com/media/043d73_3fe426fc0c9549f791cefe660c7472d5~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_3fe426fc0c9549f791cefe660c7472d5~mv2.webp)
![Is It Time to Hire a Financial Planner?](https://static.wixstatic.com/media/043d73_0f5713ebbef24754aa3dcd147477c099~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_0f5713ebbef24754aa3dcd147477c099~mv2.webp)
Nate Baim, MBA, CFP®
Dec 18, 20238 min read
![](https://static.wixstatic.com/media/043d73_4fb84f540f4e4b19a0e56335ebee84d6~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/043d73_4fb84f540f4e4b19a0e56335ebee84d6~mv2.webp)
![Financial Wellness Is Wellness](https://static.wixstatic.com/media/043d73_4fb84f540f4e4b19a0e56335ebee84d6~mv2.jpg/v1/fill/w_474,h_474,fp_0.50_0.50,q_90,enc_auto/043d73_4fb84f540f4e4b19a0e56335ebee84d6~mv2.webp)
![](https://static.wixstatic.com/media/043d73_373758eaba6b48c7ad0e282cccb698f3~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/043d73_373758eaba6b48c7ad0e282cccb698f3~mv2.webp)
![2023 Challenges & Opportunities for Small Business Owners](https://static.wixstatic.com/media/043d73_373758eaba6b48c7ad0e282cccb698f3~mv2.jpg/v1/fill/w_474,h_474,fp_0.50_0.50,q_90,enc_auto/043d73_373758eaba6b48c7ad0e282cccb698f3~mv2.webp)
Nate Baim, MBA, CFP®
Feb 1, 20235 min read
![](https://static.wixstatic.com/media/043d73_ac01452b586a480391897d58df21e0b4~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/043d73_ac01452b586a480391897d58df21e0b4~mv2.webp)
![Now That the Resolutions Part Is Over, Let’s Focus on Resources](https://static.wixstatic.com/media/043d73_ac01452b586a480391897d58df21e0b4~mv2.jpg/v1/fill/w_474,h_474,fp_0.50_0.50,q_90,enc_auto/043d73_ac01452b586a480391897d58df21e0b4~mv2.webp)
Nate Baim, MBA, CFP®
Jan 23, 20237 min read
![](https://static.wixstatic.com/media/043d73_145361a2a4274e27b6b6d86dd124bed7~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/043d73_145361a2a4274e27b6b6d86dd124bed7~mv2.webp)
![Mistakes are Expensive: Embrace Financial Planning at the Mid-Stage](https://static.wixstatic.com/media/043d73_145361a2a4274e27b6b6d86dd124bed7~mv2.jpg/v1/fill/w_474,h_474,fp_0.50_0.50,q_90,enc_auto/043d73_145361a2a4274e27b6b6d86dd124bed7~mv2.webp)
Nate Baim, MBA, CFP®
Jan 18, 20235 min read
![Why Hire a Fee-Only Fiduciary Financial Planner?](https://static.wixstatic.com/media/043d73_e35cc48d38af4272ac207cc1bc5376e8~mv2.png/v1/fill/w_474,h_474,fp_0.50_0.50,q_95,enc_auto/043d73_e35cc48d38af4272ac207cc1bc5376e8~mv2.webp)
Nate Baim, MBA, CFP®
May 4, 20227 min read
bottom of page