Insights

The engine and the compass

In recent Insights pieces, we’ve been exploring a completely different way to view our wealth. We’ve considered an approach that looks at the mechanics of flourishing, rather than the inner workings of the stock market. We’ve stepped away from the spreadsheets and the...

Funding your healthspan

Your healthspan may be the most important asset in your financial plan, yet it's often the one we invest in the least.It’s completely natural to obsess over the numbers on our investment statements. We track the growth, review our asset allocation and carefully...

Investing in social wealth

We often forget about investing in social wealth when focusing on financial planning. Instead, we dedicate the best, most energetic years of our lives to building a fortress of financial security. We work long hours, take on additional responsibilities and sometimes...

The shift from reactive to intentional wealth

Lifestyle

The shift from reactive to intentional wealth There is a distinct feeling that comes from being out of control with your finances. It is a quiet, low-grade anxiety that hums in the background of your life. When your finances are unguided, you spend your time reacting....

The hidden gaps in your safety net

Lifestyle

The hidden gaps in your safety net We spend a lot of time engineering our financial futures. We carefully allocate our assets, monitor our compounding, and build portfolios designed to withstand economic storms. But one of the most profound risks to a long-term...