We’ve all heard the saying, “Money is the root of all evil.” But the truth is, money isn’t the problem—our behavior is. When markets are rising, people feel great. Confidence grows, optimism takes over, and it suddenly feels like there’s no limit to what we can afford or do...

I recently celebrated a birthday, and like many milestones, it gave me pause. Birthdays aren’t just about cake and candles—they’re reminders of the time we’ve been given and the importance of how we choose to live it. As I reflected, I thought about how longevity is both a blessing...

A few weeks ago, I was sitting at a coffee shop when a familiar face walked in—an old client I hadn’t seen in years. After a quick hello and a few updates, he leaned in and asked with a puzzled look, “I don’t get it—why are the markets...

Have you ever found yourself mid-project, under the sink or in the garage, stuck and staring at a problem you know someone else has solved—but you’re just not sure how to ask for help? I’ve been there. Maybe you try to figure it out yourself, maybe you get partway...

It’s not unusual for someone to question the numbers we present before retirement. In fact, I’d estimate that 80% of people either openly say—or quietly think to themselves—"This can’t be right." They doubt they’ll be able to retire at or near the income level they’d hoped for. And...

In a world that feels increasingly fast-paced and fragmented, having a sense of community–trusted people working together on your behalf—is more important than ever. We all want to feel like someone has our back, especially when it comes to decisions that shape our financial future. That’s where strategic...