Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
Less Noise, More Gratitude
There has been plenty competing for our attention in 2026, including debates about artificial intelligence, concerns about the cost of living, conflicting headlines, and a recent election with …
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The Best Resource for Your Financial Questions
There is no shortage of financial news. You can read an article, watch an interview, or listen to a podcast whenever you want to understand what is happening in the economy or the mark…
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What Is the Algorithm Giving You?
Think about what shows up in your social media feed. It isn’t random.
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Don't Postpone Happiness
It’s hard to believe August is already here.
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Mid-Year Review: Headlines vs. Results
As we reach the midpoint of 2026, one lesson from the first half of the year stands out: the headlines and the markets told two very different stories.
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What Will Your Money Mean This Summer?
Summer has a way of changing perspective.
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The Power of Remembering
The upcoming Memorial Day holiday is a time to remember and reflect. It offers us a moment to step back, gain perspective, and appreciate what matters most.
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The Front Page Trap
Every day, there’s a new headline.
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