Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
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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Why Uncertainty Feels Worse Than Risk
Most investors think they struggle with risk. What they actually struggle with is uncertainty.
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What Doesn’t Change Matters More Than What Does
Change. We spend much of our time thinking about, predicting, and anticipating it.
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The Only Forecast That Matters
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brains crave some sense of what the future holds. But the markets are unpredictab…
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