Blog

WHAT IS YOUR WEALTH FOR?

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 […]

IS HOMEOWNERSHIP STILL THE FINANCIAL HOLY GRAIL?

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 […]

DISCIPLINE OVER FORECASTS: ENSURING YOUR PLAN IS READY

Forecasting 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 […]

STAYING STEADY IN A CHANGING YIELD ENVIRONMENT

Government debt levels continue to rise across much of the developed world. The USA, Canada, and many other economies face the same underlying challenge: spending continues to outpace the political […]

SKIP THE TL;DR: WHY STRATEGY TAKES TIME

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 […]

WHAT YOUR MONEY DID THIS SUMMER

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 […]

BEYOND “THE TALK”

We call it “The Talk,” which makes it sound like people only need one single, life-defining conversation. But it’s not. Whether in families or in finances, what really moves people […]

RESILIENCE IS ADMIRABLE, BUT IT IS NOT A STRATEGY

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 […]

MORE THAN MONEY: DESIGNING YOUR NEXT 20 YEARS

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 […]

SLOWING DOWN WITHOUT DRIFTING: A JULY REFLECTION

We often hear that good things take time — and they do. But in money and in life, there’s a difference between being thoughtful and simply waiting too long. As […]