Month

June 2025
The Money Talk That Isn’t Really About Money   There’s something quietly powerful about Sunday afternoons. They’re not the weekend anymore, but not quite the workweek either. It’s this strange little window where the world slows down just enough for something real to sneak in. No soccer practice, no Costco haul, no late emails from...
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Headlines, Bombs, and Balance Sheets:  What Military Strikes Really Mean for Your Portfolio    Over the weekend, the United States launched three strikes against Iranian targets, and tensions between Israel and Iran continued to simmer just below a boil. The headlines were jarring, the imagery intense, and the Twitter hot takes… predictably chaotic. But while...
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Stop Trying to Time the Market:  Do This Instead    There’s a quote I think about often: “More money has been lost preparing for market corrections than in the corrections themselves.” We all want to believe we’re smarter than the market. That if we just watch closely enough, we’ll see the signs, dodge the downturns,...
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How Things Feel vs. How Things Are: The Bias Costing You Real Money   There’s a quote that’s been living rent-free in my head for weeks now:  “We are terrible judges of how things are because we’re so wrapped up in how things feel.”  And once you see it, you can’t unsee it, especially when...
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This Is What Happens When You Bet on Yourself   Seven years ago, I walked out the doors of the financial advisory firm I had once called home for over 12 years. I left behind a steady paycheck, a comfortable book of business, and a lot of people who thought I was out of my...
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Recent Posts

The Sugar High of Hype: Why True Financial Planning Isn’t Sexy… But It Works
July 7, 2025
Headlines, Bombs, and Balance Sheets: What Military Strikes Really Mean for Your Portfolio
June 23, 2025
Stop Trying to Time the Market: Do This Instead 
June 16, 2025