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Malvern Bank's "Money Matters"

Money Matters: Time for a financial date with your partner?

February 11, 2022

Hello,

This week I couldn't resist sending out a few fun finance-related articles ahead of Valentine's Day.

This particular holiday can be tricky, as many people tend to have mixed emotions about their love life at times - and you could say the same goes for how people feel about their financial strategy.

Sometimes the matters closest to our heart are the most difficult to discuss, and that's all the more reason to address them. The Forbes article "Surprising Ways Spouses and Partners See Money Differently" below recommends regular "financial dates" with your partner to ensure you reach your financial goals together.

Malvern Bank can help. Contact Sally Lawson, our Senior Investment Officer, at 610.695.3651. She'll ask the right questions and help create momentum on the journey towards your short-term and long-term financial goals.

Enjoy the articles, and as always, I'd love to hear what you think. Let's keep in touch.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Money Matters

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Surprising Ways Spouses And Partners See Money Differently

Forbes: Feb. 7, 2022

With so much love in the air during this valentine-giving season, what could possibly disrupt our...

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Understanding the sunk cost fallacy: A cognitive bias that influences future spending based on past investments

Business Insider: Feb. 4, 2022

When it comes to investments, the sunk cost fallacy can keep you attached to a failing investment...

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Don’t Touch. Don’t Even Look. Invest Like Your Senators Should.

The New York Times: Feb. 7, 2022

Stocks are swinging all over the place. It’s a good time to take your hands off the wheel —...

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Be Careful About Changing Your Investment Plan To Adjust For Inflation

Forbes: Feb. 7, 2022

Should you be making major changes to your long-term portfolio considering inflation? The key to...

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