January 2026 | For Those Who Have a Complicated Relationship With Money
For those who feel a knot in their stomach when they open their bank app. For those who avoid statements, emails, or conversations because they know they should deal with them but never quite get [...]
December 2024: For those who are goal oriented: A Challenge to Align Your Money with what Matters Most in 2025
As the year comes to a close, it’s the natural time to reflect on what we’ve accomplished and what we want to achieve in the year ahead. Over the years, I’ve found that helping people [...]
November 2024: For those who aren’t making the most of their HSA this open enrollment season.
With open enrollment around the corner, it’s a great time to think about your healthcare options, especially if you’re wondering about Health Savings Accounts aka HSAs. These accounts are the most tax-advantaged investment vehicles that [...]
October 2024: For those who are curious about how the Federal Reserve’s recent rate cut will affect their lives…
As you’re likely aware, the Fed cut rates for the first time in four years this September by 50bps (0.50%), bringing the Fed Funds Rate to 4.75%–5.0%, signaling a shift toward preventing an economic slowdown [...]
March 2025: For those who need a reminder to focus on what you can control.
Now more than ever, it’s easy to get caught up in the headlines. Market volatility, economic forecasts, and changing policies out of Washington, D.C., can make even the most disciplined investors feel uncertain. But here’s [...]
February 2025: For those who think they missed out on investing in the AI Boom
The AI Boom: Just Getting Started Artificial intelligence is changing the world, but when it comes to investing, we’re still in the early innings. While AI continues to make headlines in the business news—especially in [...]
