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Am I going to be okay?
Am I going to be okay? This is one of the most commonly asked questions. Research in financial therapy shows that we don’t buy products; we buy peace of mind. Underneath every question about fee structures or historical returns, we are actually asking a much simpler, deeply human question: ‘Am I going to be okay?’…
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What’s running the show?
We invent tools to make our lives easier, more efficient, and more comfortable. But there is a strange phenomenon that happens when we aren’t paying attention. Sometimes, the tool quietly becomes the master. Money is perhaps the greatest example of this. At its core, wealth is simply a utility. It is meant to be a…
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Financially stronger
There is a powerful reminder that often surfaces when life feels overwhelming: You have survived your worst days, and you are stronger than you think. A.A. Milne put it like this: “You are braver than you believe, stronger than you seem, and smarter than you think.” When we apply this simple truth to our financial…
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50 to 80 might be our most productive years
We have been culturally conditioned to view retirement as a hard finish line. For most of our lives, the narrative suggests that the moment we reach our late fifties or sixties, we are supposed to quietly wind down. We are taught to view this era as a long, uninterrupted retreat from the world. But what…
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Your balance sheet isn’t a life purpose
It’s not uncommon to speak with someone who believes that we spend decades of our lives looking forward to the day we can finally stop working. We build our financial plans, calculate our retirement numbers, and dream of a life with no alarm clocks or urgent meetings. This is a common cultural assumption. But what…
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The engine and the compass
Over the last few weeks, we’ve explored a completely different way to look at our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the inner workings of the stock market. We have stepped away from the spreadsheets and the investment graphs to ask what actually makes a human life…
Financial Planning and Investments and Markets
