Blog

ACING YOUR FINANCES THIS SEASON

With spring on the horizon, tennis season is almost here. Whether or not it’s a sport you play, the strategy, agility, and endurance it requires are a fitting metaphor for […]

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STOIC STRATEGIES FOR UNCERTAIN TIMES

In times of uncertainty, the wisdom of Stoicism offers valuable insights—not just for our finances but also for our overall wellbeing. A core tenet of Stoicism is distinguishing between what […]

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TARIFFS, TURBULENCE, & STAYING ON TRACK

The imposition of tariffs by the United States this week has understandably sparked volatility in the markets. It’s in the face of such challenges that our diversified, strategically balanced, long-term […]

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ADJUSTING YOUR SAILS FOR LIFE’S INEVITABLE CHANGES

Whether prompted by personal milestones, economic fluctuations, or unexpected life events, change is inevitable. In these moments, knowing when to reassess and reorder the priorities within your financial strategy becomes […]

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BECOME A TOMORROW INVESTOR TODAY

There’s a powerful concept that could transform your retirement aspirations – the art of being a “Tomorrow Investor.” In a world that often celebrates instant gratification, it’s crucial to remember […]

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HONORING LEADERS OF THE PAST

As Presidents Day approaches, this week we’re reminded not only of the influence of great leaders who came before us, but also of the potential to inspire a legacy within […]

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BIG SWINGS, BIGGER PICTURE: NVIDIA’S WILD RIDE

Last week was a tumultuous one for the markets, especially for one of the technology sector’s giants, Nvidia. Triggered by the announcement of the Chinese DeepSeek AI system, which claims […]

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GETTING TO KNOW YOUR “MONEY PERSONALITY”

Have you ever wondered why some people prioritize saving every penny, while others thrive on spending? Or why financial discussions can sometimes become tense between friends, partners, or family members? […]

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LIVING LIFE FIRST-HAND

We all envision a life that’s happier and more fulfilling—but what would that look like for you personally? It’s a question worth pondering, especially in this new year. Ironically, while […]

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THE COURAGE TO BE DISLIKED

Since the decisions you make today shape the financial well-being of tomorrow, I invite you to explore a concept that extends beyond numbers and spreadsheets: the courage to be disliked. […]

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