Category: MARKET

We often talk about the emotional side of money, but sometimes the barrier to peace of mind is purely logistical. Over a lifetime of working, moving, and saving, it is […]

(This is the last blog of three about biases and how they impact our financial planning, all published this month.) If you’ve ever walked away from a brilliant webinar or […]

If financial planning were just about logic, calculators would replace conversations. But as we all know, that’s not how life works. Your relationship with money isn’t built solely on maths; […]

FACT: It’s hard to see what we can’t see… One of the hardest truths to accept — in finance, relationships, and life — is that our thinking isn’t always as […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]