Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!
The Fallacy of No Risk: The Slow Lane Isn’t Always the Safe Lane
Topic:
Investments
Excerpt:
Picture a car crawling along the highway at 60 km/h. The driver feels careful: hands locked, no sudden moves, no chances taken. They have eliminated
Built for Then, Not for Now: When It’s Time to Renovate Your Financial “Home”
Topic:
Wealth Planning
Excerpt:
As another school year begins, my household is settling back into a familiar juggling act: two working parents, two young kids, school schedules,
What I Learned From Writing My Will Online
Topic:
Estate Planning
Excerpt:
Working in private wealth management can feel like a type of exposure therapy. Propelled by the experiences of our clients, I have been slowly working
The Most Underrated Investment Tool
Topic:
Investments
Excerpt:
A consequence of being closer to the end of my investment career than the beginning, is that I have become more reflective in recent years. I think a
The Hidden Costs of Divorce: What Couples Don’t Budget For
Topic:
Wealth Planning
Excerpt:
“I’m getting a divorce.” The words alone evoke an emotional reaction: perhaps sad, or relieved, angry, reflective, even numb. But along with the
The Rare Privilege of Compounding
Topic:
Investments
Excerpt:
A recent conversation with my son about his Classical Civilizations course left me at a bit of a loss for words. How do you articulate the scale of
Investing While the Stock Market Rockets Upward
Topic:
Investments
Excerpt:
The level of the stock market typically reflects a combination of corporate earnings, economic prospects, and risk over time. Lately a disconnect has
Flying on Autopilot: Index Funds Aren’t as Passive or Diversified as You Think
Topic:
Investments
Excerpt:
When you buy an index fund, you think you’re buying two things: diversification and a hands-off, passive investment. A little bit of everything,
The Financial Planning Lesson Hidden Inside Belle Burden’s New York Times Bestselling Novel, Strangers
Topic:
Wealth Planning
Excerpt:
After seeing countless Instagram posts, hearing friends talk about it at many gatherings, and receiving more than a few recommendations, I finally
Why Scary Headlines and Strong Returns Can Coexist – and What Your Brain Gets Wrong About Both
Topic:
Investments
Excerpt:
The positive feedback from clients after seeing their first quarter returns was remarkable. Reactions like that could only come from a pleasant
