The Gift of Fandom—and Financial Wisdom

What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.

What I Learned About Celebrating the Gap

Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.

Your Money Should Make You Happy – Does It?

What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.

The Gift of Fandom—and Financial Wisdom

What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.

What I Learned About Celebrating the Gap

Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.

Your Money Should Make You Happy – Does It?

What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.

Investing Wisely for the Marathon

Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?

Cyber Coverage

For years we’ve suggested cyber coverage to all our business clients. What started with businesses moved over to the personal insurance world via home, auto, or umbrella policies. Now almost every policy we write includes some sort of cyber coverage. Let's explore the ins-and-outs of cyber insurance for you personally.