Want a better life? Be boring… Why?? Well, it can be argued that consistent, simple choices often lead to the most extraordinary outcomes! Here’s the thing: We don’t often celebrate […]
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PTBS isn’t BS
It hardly bears repeating, but money is emotional! No matter how hard we try, we inevitably move from scanning spreadsheets to stressing about security, survival, self-worth, and status. So when […]
Continue readingA budget isn’t a cage – it’s a key
For many people, the word budget triggers an almost visceral reaction: restriction, rules, red ink, and the end of fun as you know it. It’s no wonder so many of […]
Continue readingDoes stillness feel strange?
When was the last time you just… stopped? Not to check your phone. Not to plan your next move. Not to squeeze in one more errand or scan your to-do […]
Continue readingSpotting gaps and overlaps
At first glance, many people often think that diversification is a strategy that focuses on spreading their money around a bit. But it’s about so much more than that; it’s […]
Continue readingWhen your goals change… or chase you!
Have you ever set a goal, or set of goals for yourself? And… when life changed and those goals were no longer relevant or attainable, what did you do? One […]
Continue readingAre you diversified… or just busy?
We often hear investors say, “I’ve spread my risk — I’m well diversified.” But when we take a closer look, their portfolios tell a different story. We often find overlapping […]
Continue readingThe costs of cancer
A cancer diagnosis is more than a medical event. It touches every part of life; physically, emotionally, spiritually, relationally… and financially. No one wants to think about money when facing […]
Continue readingWhy rebalancing your portfolio matters — and how it works
Rebalancing doesn’t get much airtime. It doesn’t come with dramatic headlines or adrenaline-fueled decisions. But behind the scenes, it plays one of the most important roles in long-term investing: keeping […]
Continue readingTrue wealth takes time
Wealth doesn’t happen in a moment. It’s easy to think otherwise when social media is filled with crypto booms, overnight stock picks, and stories of windfalls that seem to turn […]
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