Why Easy Markets Create Overconfidence
Complacency is the enemy of progress in fitness and finance. Here’s how a disciplined investment plan keeps you on track.
November 17, 2025
Complacency is the enemy of progress in fitness and finance. Here’s how a disciplined investment plan keeps you on track.
Despite a strong +14% YTD gain in the S&P 500, much of the growth is driven by a few mega-cap tech giants and speculative, pre-revenue stocks. Here’s why disciplined investors should stay focused on profitable, enduring companies.
Back in 2005, I met people who believed their bank stocks would “never go down.” By 2009, those same investors lost everything. Here’s what their stories taught me about diversification, discipline, and the danger of overconfidence.
Even after reaching major milestones—career success, savings, and comfort—many corporate families still feel uneasy about money. Discover why defining “enough” is the missing piece to true financial freedom.
Just like wishing to be taller or a baller, many of us wish we’d started financial planning sooner. Here’s what I wish everyone knew early on about aligning money with their values and protecting their future.
After battling with a chatbot for my Apple Watch upgrade, I couldn’t help but think: this is the opposite of how financial planning should feel. Here’s why our process is built on responsiveness and human connection.
Textbooks preach optimization and retirement savings but real life requires liquidity and flexibility. Here’s why your plan should evolve to give you access to funds when life changes.
Market downturns can jeopardize your retirement plans, especially in the “retirement red zone.” Discover tips for keeping income safe, managing withdrawals, and planning taxes to safeguard your golden years.
Wealth isn’t just about growing money—it’s about safeguarding it. Learn how insurance, estate docs, and family involvement can protect your hard work for years to come.
