Real Estate Reality 2022
Heads up if your thinking Real Estate. Home sales declined 4.6% in December at a lower than expected rate and December sales are down 7.1% […]
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super […]
All-Time-High Anxiety
Check out this very interesting article from Dimensional Funds regarding the highs and potential upcoming lows of the financial markets. As always, standing by if […]
What is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur […]
Fast & Curious
Tech in the Crypto Fund Asset Space The rise of crypto funds has been rapid, and Trident Trust, the international provider of corporate, trust and […]
Investing Intelligence?
Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. […]
How Are You Integrating Your 3 Forms of Capital?
What are the three kinds of capital we are working with in planning for your sustainable Lifetime Income? Let’s take a look at each kind […]
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really […]
The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect […]
A Ray of Informed Perspective
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for […]