Newsletter

We often recognize wealth in what we can see: a home, a car, or the things we enjoy. But financial resources can hold tremendous value without giving us something tangible to hold onto. That helps explain why, as mentioned in the article below, prosperity on paper...

Since the days of King Arthur, the Holy Grail has symbolized the ultimate prize—something pursued for security, meaning, and a better future. And for decades, homeownership held a similar place in the American financial story: buy a home, pay it off, and carry that...

The Limits of Forecasting—Human or ArtificialForecasting is always appealing. If we knew what markets or interest rates would do next, planning would be simple. That temptation has only grown with AI, with some suggesting it could eventually reliably out-predict...

Nobody likes waiting. Not in traffic, not in line, and definitely not when money is involved. We want the answer now, the red light to turn green, and to pull the “Advance to Go” Monopoly card so we can collect our $200. Even talking about waiting can feel like too...

Every year, September signals a shift. The wind changes direction, routines reset, and whether we feel ready or not, life moves into a new rhythm. Most of us would not call change our favorite experience. We are often asked to leave behind what feels familiar and...

As August draws to a close, it's a good moment to pause and reflect on the summer-in particular, on the gift of travel. It is easy to forget how remarkable it is that exploring the world has become so accessible in our time. For most of human history, journeys that...

Remember the dreaded "What I Did Over Summer Vacation" essay? It's a fair writing prompt this week for the grown-up version of us too; except now, it's about your money. Whether summer meant travel, home projects, family expenses, or simply staying invested through a...

Frank Sinatra wrote 1,200 songs, had 209 hits (17% success rate). Babe Ruth made 8,399 batting attempts, hit 714 homers (8.5% success rate). Pablo Picasso: 150,000 works of art created with 1,170 major works or recognized pieces (0.78% success rate). We tend to...

Frank Sinatra wrote 1,200 songs, had 209 hits (17% success rate). Babe Ruth made 8,399 batting attempts, hit 714 homers (8.5% success rate). Pablo Picasso: 150,000 works of art created with 1,170 major works or recognized pieces (0.78% success rate). We tend to...

Most people spend more time planning a vacation than thinking about the next 20 or 30 years of their lives. And yet, for many I work with, those upcoming years can become one of life's most rewarding chapters, offering more freedom, more choice, and more time to focus...