Historically, attempting to time markets and chase the latest winners has proven to be a poor investment strategy. While some investors can be captivated by recent return trends, it’s critical to understand how your investments are working together to achieve your financial goals. Constructing an investment allocation that fits with your unique financial plan reduces the temptation to chase shiny objects.
Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.
The Gallagher brothers’ reunion reminds us that family conflicts can be mended—but in estate planning, clear communication, thoughtful succession, and professional guidance are key to preserving relationships and legacy.
When it comes to managing your finances, it’s easy to focus solely on numbers—budgeting, investments, retirement goals. But what often gets overlooked is the emotional and behavioral side of money.
Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.
Family businesses are unique because they carry both the weight of history and the promise of the future.
From my experience working with wealth management clients, I’ve noticed a common thread among those who find real fulfillment in their financial success. They view money not as the end goal but as a vehicle—a means to pursue what matters most. It’s the foundation that lets them start a foundation, create lasting memories with loved ones, or explore new interests without constraints.
According to Investopedia “wealth is measured by taking the value of all the assets of worth owned by a person. This is determined by taking the total market value of all physical and intangible assets owned, then subtracting all debts. Essentially, wealth is the accumulation of scarce resources.”
After my first son was born, I began to think about what the next phase of our lives looked like. We went from two busy professionals who could hop on a plane for a weekend trip, grab dinner, or chase endless weekend adventures to first time parents. We were 2,000 miles away from family trying to plan the one or two trips a year that we could see them which led me to ask this question, how many summers do we have left?
Our humans are brains are instinctively wired to prioritize immediate needs and wants, such as quenching hunger, ensuring safety, or yielding to the allure of instant gratification. This is a survival mechanism that has evolved over tens of thousands of years to help us respond to threats, opportunities, and ultimate survival. However, this tendency to emphasize the short term can be counterproductive and have a detrimental effect when it comes to planning and our financial success.
