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If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can help you navigate these turbulent times effectively.

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

I learned about satisficing when getting my Master’s degree in library and information sciences. The term was used to describe how people generally research a topic, particularly using Google search results.

Lately, our clients have been asking if they can hold NFTs (non-fungible token) in their IRAs (Individual Retirement Account). It is a complex decision that depends on various factors. Here are some considerations to keep in mind.

There are definitely a few ways to approach the topic of how much (fill in the blank) a person needs. Another challenge is that the idea of paring down possessions and simplifying your life is not a particularly innovative topic.

I grew up on a horse farm in Pennsylvania. Recently, my family and I took care of the farm while my parents were on vacation in Switzerland. If you know anything about farms, you know that they represent an unending cycle of work. The work has to be done with no shortcuts. Shortcuts might speed up the work today but can lead to problems tomorrow.

If I was a betting person (which I am not!) I would wager that everyone has felt lonely at least once in their life, if not more.  I remember after I graduated from George Washington University and later moved into my own studio apartment in Washington, D.C.

“Take a deep breath.” “Don’t sweat the small stuff.” “Money does not buy happiness.” While there is no lack of off-the-shelf, feel-good epitaphs we hear countless times, sometimes it is worthwhile to take pause in one’s life and consider whether we actually apply a positive mindset in our day-to-day lives.