Blind spots we live with
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 clear as we believe it is. We all have blind…
News & Articles
Alignment over excess
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 security, more stuff. But…
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 our…
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, and permanent. But in…
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 the word…
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…
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 us avoid it, procrastinate on it, or…
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 list. Just… stopped. Stillness can feel foreign…
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 about intentional design,…
When 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 of the most underrated challenges in…
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 funds, highly correlated…
The 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…