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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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TRAVERSING 2025 WITH CONFIDENCE

The beginning of a new year always brings a fresh sense of optimism and opportunity. Markets are abuzz with predictions, tech innovations are unfolding, and potential changes in economic policy […]

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NEW YEAR, NEW GOALS!

Happy New Year! I hope this message finds you well and that you had a joyous and restorative holiday season with your loved ones. As we step into 2025, I […]

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HOLIDAY REFLECTIONS & FINANCIAL INSPIRATIONS

As we approach the upcoming holidays, I wanted to take a moment to express my heartfelt gratitude for all the trust and partnerships gained this year. It has been a […]

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THE ART OF TIMING

As December rolls forward, it’s natural to reflect on another year almost in the books. This time of year invites introspection, offering us a moment to pause, look back at […]

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EMBRACING UNITY THIS SEASON

As autumn fades into winter’s embrace, we find ourselves approaching a time of reflection and togetherness. The change of season, coupled with the festive spirit of the holiday season, offers […]

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CELEBRATE GIVING TUESDAY!

Falling later than usual this year, December 3rd is Giving Tuesday, a powerful reminder of the transformative impact generosity can have—not just for those we support, but also for ourselves. […]

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