THE BLOG
Financial Insights & Guidance.
Explore articles, ideas, and strategies to help you make smarter, more confident decisions about your wealth, retirement, and everything in between.
Writing Your Final Chapter: A Guide to Thoughtful Estate Planning
Estate planning is about taking control of your life’s story and ensuring the people and causes you care about most are protected and supported, no matter what. Without a plan, your estate becomes a roll of the dice.
Maximize Your Charitable Impact: Give Smarter, Not Harder with These Tools
When it comes to giving back, there’s an undeniable joy in aligning your resources with the causes you’re passionate about. But effective giving isn’t just about generosity—it’s about strategy. With the right tools, you can maximize your impact
Are You In a Place for Some Feedback?
In a nutshell, feedback allows you to compare what you thought would happen with what actually happened. In some cases, life can give us feedback immediately.
What Voting Booths and Scales Can Teach Us About Investing
“If we aren’t happy owning a piece of a business with the Exchange closed, we’re not happy owning it with the Exchange open.” Warren Buffett
Presidents, Politics and Your Portfolio: Focus on Planning Not Predicting
A well designed financial plan should eliminate the need to predict with precision what the market will do
How To Tell Your Spouse You Lost $262 Million
By the third day of their honeymoon in Las Vegas, the newlyweds had lost their $1,000 gambling allowance. That night in bed, the groom noticed a glowing object on the dresser. Upon closer inspection, he realized it was a $5 chip they had saved as a souvenir.
Beware the Average
Too many people find themselves enticed by the allure of the average. Before you invest, you need to understand more than just the average historical or expected return of an investment.