The Value of Charity—In Our Accounts, and in Our Hearts

When most people think of “charity,” they imagine writing a check or volunteering their time. But it is also the practice of giving others (and ourselves) the benefit of the doubt.Our relationship with money is shaped by experiences and beliefs that guide our...

Building a Portfolio for Life: Beyond Financial Capital

When thinking about wellbeing, we often focus on financial capital—our savings, assets, and investments. As important as these are, however, it’s important to remember that the long-term best interests of you and your loved ones are built on more than just financial...

Crossing your T’s in 2023

The final two months. That’s right, holiday shoppers, we’re down to 7 weeks left in 2023. And as we quickly approach the end of the year, it’s natural to pause and reflect, taking a moment to recognize what you’ve been able to accomplish so far, and let that...

Time, not timing

The headlines last week declared that we’re now in a technical bull market. Not expected, considering the dual challenges of inflation and higher interest rates. Will it last, and is it possible to predict when markets will rise or fall? The simple answer is no.Of...