In the world of finance and investing, we often talk about numbers, trends, and strategies. But equally important to long-term success is a quality that doesn’t appear on balance sheets: humility. Recognizing what we know and—perhaps more importantly—what we don’t is...
I hope your summer’s been full of sunshine, slower moments, and maybe even a few adventures.The markets have had their own kind of adventure lately — big drops earlier this year, and then a bounce back not long after. Swings like these can leave us feeling anything...
We all have a unique relationship with time—some of us thrive on precise schedules; others adapt fluidly as life unfolds. This individuality shapes not just our calendars, but how we approach decisions, prioritize responsibilities, and manage change. Our relationship...
I wanted to share some perspectives on the dangers of FOMO (the Fear Of Missing Out) and why discipline remains your greatest ally.History offers stark reminders of FOMO’s perils. Consider the Dutch Tulip craze, when speculation sent tulip prices to irrational...
Summer's here, and those "yes" moments are everywhere – weekend getaways, concert tickets, dinner invitations, and vacation upgrades. But before you swipe that card, pause and borrow a page from successful entrepreneurs who ask strategic questions before committing to...
As headlines shift away from the recent flooding in Texas and elsewhere, the real work for many families is just beginning. Recovery after a tragedy often happens in phases: there’s the immediate response, and then there’s the longer, quieter rebuild. While initial...
A significant new bill was just signed into law, locking in the 2017 tax cuts and introducing new deductions across its 900+ pages. While a few new tax breaks could fatten your refund next spring, there are also some belt-tightening measures for federal healthcare,...
Happy Fourth of July weekend! As we celebrate the spirit of this great nation—one built on vision, determination and resilience—it’s only fitting that we gather under open skies, watching fireworks rise and brighten the landscape. The beauty of this view reminds us...
Summer is here—a season full of energy, possibilities, plenty of heat, and the potential for storms. The soaring temperatures serve as a reminder that, just like weather forecasts, even our best predictions about the future can change unexpectedly.Life often forces us...
With summer upon us, many are ready for a well-deserved break or vacation. As you recharge, this season can also be a good time to reflect on your broader financial picture—especially how others’ choices are affecting your own.We often view our financial status as a...