Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

It’s the start of a new year, and I’m sure you’ve thought a decent amount about how the year will play out. (Don’t worry, this isn’t going to be yet another post about New Year’s resolutions!). Consider, for a minute, something about your upcoming year that is marked by uncertainty.

The Stories of 2023

How could we sum up the market in a year like 2023? If given only a word, resilient might do.

It’s that time of year again. Cooler weather is upon us. Colorful lights are starting to pop up on rooftops. The kids are excited as they count down the remaining days of their fall semester. You guessed it. It’s market forecasting season.

Imagine that you are at an interview for your dream job. The interviewer says, “I have 100 applicants for this job. Tell me why I should choose you.” You are an appropriately confident person, not an overconfident one. So, you say: “Honestly, I don’t know. I don’t know the qualifications

Bloomberg published an article near the end of December last year reporting outcomes from its latest monthly economic survey.1 Survey respondents included 38 economists who each offered a forecast for 2023. Like many at the time, the survey results were generally pessimistic about the economy. The survey’s median estimated growth

What do you think of when you hear the term “mindfulness?” For me, it’s an iconic image of Don Draper in the final season of the TV series “Mad Men.” The scene presents a lesson in contrasts: Draper, wearing a crisp white button-down, sits cross-legged on the ground with the

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