When we talk about happiness with our family, friends and colleagues, it’s easy to fall into the trap of assuming that more is always better: more money, more options, more […]
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Short-term wins in long-term planning
When it comes to financial planning, some goals can take decades to come to fruition. Retirement. Paying off a bond. Funding education. Leaving a legacy. Long-term goals matter; they guide […]
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Flexible, practical, and resilient
Here’s how strong financial plans really work… It’s so easy to fall into the trap of talking about financial plans as if they’re written in stone, neatly laid out, precise, […]
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Is boring the new best thing?
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 […]
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A 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 […]
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Does 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 […]
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Spotting 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 […]
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Are 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 […]
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