Blog

KEEP CALM AND CARRY ON

With wars, trade tensions, commodity-price increases, technological developments, and environmental worries causing uncertainty and volatility in the financial markets—it cannot be said enough how crucial it is to maintain your […]

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SUSTAINING YOUR WEALTH & YOUR HEALTH

American life expectancy grew slightly in the last year—up to 79.25 years. As a result, planning to live a longer, healthier life is top of mind for many of us. […]

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SHIFTING SOCIETAL NORMS

In the 1960s, the question “It’s 10 p.m. Do you know where the children are?” was a common PSA on the evening news. Fast forward to 2024, and the question […]

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CHECK PLEASE!

Expectations about the financial landscape are shifting beneath our feet. With talk of higher-for-longer interest rates and now possibly stagflation, it’s clear that the old playbook might not cut it […]

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THE TRUE MEASURE OF WEALTH

The true measure of wealth extends far beyond your bank account balance. In fact, there are eight distinct ways to evaluate wealth (beyond the familiar metric of money.) Factors like […]

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SPRING INTO ACTION

Not to alarm you—but now that we’re in mid-April, that means a quarter of 2024 is already over. To put it another way, if this year were: Does that change […]

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REFLECTING ON THE ECLIPSE

Not only was the recent solar eclipse a spectacular, once-in-a-lifetime celestial event but there are important financial lessons that can be learned from it as well. Here are a few: […]

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WHEN DISASTER STRIKES

The collapse of the Francis Scott Key Bridge in Baltimore was a dramatic example of an unexpected event with major consequences on the economy and global trade. Despite what was […]

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LINKING YOUR FINANCES WITH YOUR BELIEFS

“If you believe you can, or you can’t, you’re right.” —Henry Ford Our beliefs and values shape our behavior and financial decisions more than we realize. If we hold limiting […]

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REFRAMING RETIREMENT

This year marks a significant milestone, as over 4 million people are set to turn 65, making it the largest cohort to reach the traditional retirement age in a single […]

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