Peace, Connections, and Joy for the Holidays

I think we can agree, 2020 was a year like no other. Investors have been challenged like never before as the pandemic took the market from record highs to the brink of a depression and back. We survived — and many have even thrived. And what we’ve learned is that...

Wrap 2020 Up Right

We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by covid-19 restrictions? I hope that you are managing to...

What’s the Most Effective Way to Change?

If there’s one thing that 2020 has shown, it’s that big change can happen in the blink of an eye. When things change rapidly, we often make quick decisions about how to react. But the path to real, lasting, and positive change is actually slow, maybe even boring. The...

Talk Isn’t Cheap

It’s that time of the year again. Regardless of whether it’s in person or virtually, the holidays are an opportunity for more conversations with loved ones. This year, let’s strive to put some positivity into our conversations. There is a lot to gripe about, but...

Attitude Of Gratitude

We’re entering the holiday season, and starting with Thanksgiving, expressing gratitude is a year-end tradition. This year, it may seem like it’s a little more difficult to be grateful. But it’s worth it—for your health and your finances—to practice gratitude. A...