As the playwright George Bernard Shaw famously observed, “The single biggest problem in communication is the illusion that it has taken place.” Nowhere is this more evident than in our […]
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Guarding the basecamp
When we sit down to build a financial plan, our eyes are naturally drawn to the summit, not the basecamp. We focus our energy on the big, inspiring goals: retiring […]
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They may not show up on your statement
One of the metrics used extensively in the financial profession to evaluate a given decision is the Return on Investment (ROI). It’s used in other areas too, like in marketing […]
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Redefining true financial wellbeing
When working with a qualified and experienced financial planner, you should have a partner who will be exceptionally well-positioned to diagnose a balance sheet. They can easily spot a gap […]
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Invisible ink
Have you ever thought about the unspoken money scripts we pass to our children? As parents, we often assume that teaching our children about money requires a formal sit-down conversation. […]
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The high price of “someday”
There is a very common narrative that high-achievers tend to buy into. It is the idea of the deferred life. We work relentlessly in our thirties, forties, and fifties, pouring […]
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The Rule of 72
The financial world is full of complex algorithms, dense spreadsheets, and jargon designed to make investing look like a highly complicated science. You could find yourself thinking that you need […]
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Living at Your Values, Not Just Your Means
There’s a real cost to living below your means. But “live at your means” is still measuring the wrong thing. The better question is the one most financial conversations skip past.
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The shift from reactive to intentional wealth
There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When […]
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Reclaim your future from debt
If you have ever carried a significant amount of debt, you know that it is rarely just a numbers problem. It is an emotional, social and physiological weight. Whether it […]
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