In this economy? Here are the new rules.

Expectations about the financial landscape are shifting beneath our feet. With talk of higher-for-longer interest rates and now possibly stagflation, it’s clear that the old playbook might not cut it anymore – especially when the dinner check arrives.But...

Eight ways to measure wealth – only one is money

Did you know that the true measure of wealth extends far beyond your bank account balance? In fact, there are eight distinct ways to evaluate wealth. And beyond the familiar metric of money, factors like growth, wellness, family, craft, community, adventure, and...

Spring Into Action with Your Personal Strategy Map

Not to alarm you or anything, but now that we’re in mid-April, that means a quarter of 2024 is already over. To put it another way, if this year were:the battery life on your phone, you’d be at 75%the famed Shakespearean play Romeo and Juliet, we’d be at the Capulet...

Lessons from the Eclipse

Not only was the recent solar eclipse a spectacular, once-in-a-lifetime celestial event, but there are important financial lessons that can be learned from it as well. Here are a few:1. Planning and preparation are essential: The preparation of astronomers and...

When Bridges Fall

The collapse of the Francis Scott Key Bridge in Baltimore was a dramatic example of an unexpected event with major consequences on the economy and global trade. Despite what was in place to protect the bridge’s supports, the ship that caused the collapse, the MV Dali,...