Your Money Mindset
Mindset shapes financial perception. Embracing gratitude, accomplishing small financial goals, and positive self-talk can transform a scarcity mindset into one of abundance and progress.
What is Goals-Based Investing?
Goals-based investing merges personal goals and financial markets, emphasizing the importance of understanding individual aspirations to achieve better investment outcomes. It values personalized strategies over traditional approaches.
3 Things Your Financial Advisor Won’t Tell You
Financial advisors don’t like to admit that market timing is inevitable, gambling can be rational, and many only provide minimal guidance.
Should I Own Bitcoin?
The decision to own Bitcoin depends on individual goals and risk tolerance, requiring informed discussions about potential value, investment timing, and overall financial strategy.
The Irony of Investing
Investing transcends mere financial gain; it’s about organizing resources—time and energy—to enhance happiness and create a fulfilling life rather than fixating on numbers.
Can We Forecast a Recession? Here are Some Signals to Watch
We follow more than 20 recession indicators, but here are the three key ones: yield curve inversion, the Index of Leading Economic Indicators, and rising unemployment rates. Let’s look briefly at each one.
Building Wealth Through Successful Habits
Building wealth involves starting small with savings, linking new habits to existing actions, maintaining consistency, and seeking support for accountability and encouragement.
3 Secrets for Business Owners to Lower Taxes*
There are numerous tax strategies available only to business owners.
Will You Weather the Storm?
Life’s challenges are unavoidable, but you don’t have to face them alone. Our holistic financial advisory aims to support your overall well-being and aspirations through every storm.
The Biggest Mistake in Investing: Lack of a Cohesive Strategy
The biggest investment mistake is lacking a cohesive strategy, leading to erratic decisions. If you don’t have a strategy, you have to borrow one, build one, or buy one.