Cultivating Calm in a Volatile Market
Market fluctuations can feel unsettling, but a long-term financial strategy is your best tool for stability. Learn how to cultivate a resilient portfolio, just like tending to a thriving garden.
A Blessing for the New Year: Embracing Growth, Compassion, and Alignment in 2025
As we welcome the New Year, it’s a perfect time to reflect, set new intentions, and embrace the journey of growth. Rabbi Danya Ruttenberg’s beautiful blessing reminds us to listen to our inner wisdom, show compassion to ourselves and others, and take brave steps towards our greatest, truest selves. In this post, explore how to use this blessing as a guide for a transformative 2025.
Retire "To" Rather Than Retire "From"
Retirement isn’t about stopping—it’s about starting! Discover how to retire "to" a fulfilling new chapter, not just "from" work. Learn why a fresh perspective and personalized financial planning are key to crafting your unique retirement journey.
Navigating Post-Election Emotions and Financial Uncertainty with Perspective 🗳️📉
Feeling uncertain after Election Day? You're not alone. Let's explore how economic fundamentals — not politics drive market trends and keep our long-term goals in focus.
Let Go of Control
As a financial advisor, I work closely with my clients to help them intentionally plan, save, and invest. While these are essential components of financial health, it’s equally important to examine how our attachment to control over our finances can sometimes become an obstacle to our well-being.
What Happens Next with the Market?
No one can predict market movements with absolute certainty—my crystal ball is still in the shop🔮! What I do know is that missing just a few days of strong returns can drastically affect your overall performance, which is why it’s crucial not to abandon a well-planned investing strategy when the market gets rocky.