‘Your mind will take the shape of what you frequently hold in thought,’ Marcus Aurelius. How we engage with our money reflects what’s going on inside our heads, which is […]
Continue readingMore TagCategory: MARKET
Don’t let tax get you down
We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate. The more money we make, […]
Continue readingMore TagThe best time to live
“Remember the past, plan for the future, but live for today, because yesterday is gone and tomorrow may never come.” The best time to live is in the present. It’s […]
Continue readingMore TagAsk yourself these questions BEFORE switching funds
As financial planning conversations deepen and explore more value, we find ourselves moving from the empirical to the emotional, from processes to perceptions and from products to people. It’s an […]
Continue readingMore TagMaking goals easier to achieve
“If I had a penny for every time I put something off until tomorrow, and never got to it… I’d put them all in a sock and hit myself with […]
Continue readingMore TagHow much time is your money worth?
As we build businesses and seek to create various income opportunities, we are always confronted with the challenge of pricing. It’s a challenge because all of our situations are different. […]
Continue readingMore TagSetting benchmarks
Whilst intentional reflection may happen at the end or beginning of a year or personal growth journey, unintentional reflection happens all the time. And, we barely notice it, most of […]
Continue readingMore TagDon’t derail your finances
“As you slide down the bannister of life, may the splinters never point the wrong way.” Irish Blessing When everything is going right, we often feel that something is about […]
Continue readingMore TagAvoid being overwhelmed by change
One of the biggest challenges with change is that it can be overwhelming. There are many reasons why we might be averse to constant change, but when it is just […]
Continue readingMore TagHow do you measure financial success?
In a recent article from Morningstar, they raised two excellent points about measuring financial success. Like so many of us, Morningstar believes that great investing advice means understanding our hopes, […]
Continue readingMore Tag