Cash, Inflation & Your Most Important Asset
Welcome to another edition of Advice for the Good Life. Each week, these missives have a simple purpose: to help you live a little happier, healthier, wealthier, and wiser by offering perspective and practical ideas about the things that matter most. Today, we begin...
Mid-Year Lessons: Staying Invested, Staying Curious
Greetings! Welcome to this week’s Advice for the Good Life. This newsletter is about helping you live well today while preparing wisely for tomorrow—because a good life is about more than investment returns or a number on a balance sheet. On the wealth side, we work...
Volatility, Vitality, and Wedding Bells
Greetings! Welcome to this week's edition of Advice for the Good Life: Your Pathway to Wealth and Wellness. After a remarkable run for stocks this year, investors were recently reminded that markets rarely move in a straight line. In this week's Wealth Advisory, we'll...
May in Review…Markets, Memory, and the Housing Story Nobody Saw Coming
Greetings! Welcome to this week's edition of Advice for the Good Life: Your Pathway to Wealth and Wellness. With May now in the rearview mirror, this week's newsletter serves as both a monthly update and a reminder that progress is often quieter than the headlines...
The Good Life in an Expensive World
Greetings! In this week’s edition of Advice for the Good Life, we explore one of the most important forces shaping nearly every corner of modern life: inflation. In today’s Wealth Advisory, we unpack how inflation affects consumer spending, the bond market, interest...
Implications of New Fed Chair Kevin Warsh, Your Bone Health, and the Rise of AI Financial Advice
Greetings! Today’s edition of Advice for the Good Life touches on something quietly reshaping nearly every corner of modern life: artificial intelligence, health, decision-making, and the growing importance of discernment in an age overflowing with information....
Trump, Xi, Tariffs, Oil—and Why Markets Keep Climbing (Plus a Beautiful Reminder About the Power of Caring for Others)
Greetings! This week’s edition of Advice for the Good Life explores the intersection of markets, wellness, and global change—and why perspective matters more than ever. In today’s Wealth Advisory, we examine how OPEC, tariffs, geopolitical tensions, and record market...
Patterns, Perspective, and a Few Encouraging Surprises Beneath the Surface
Greetings! Today’s edition brings a thoughtful mix of market perspective, meaningful wellness insight, and—back by popular demand—some encouraging news on the economic front. In Wealth Advisory, we take a closer look at familiar market sayings like “sell in May.”...
Advice for the [Good] Life: Markets, Grief, and the Truth Beneath the Headlines
Greetings! This week’s Advice for the Good Life brings perspective where it matters most—your money, your health, and the bigger picture behind both. In today's Wealth Advisory, we look at what it means for markets to “climb the wall of worry.” Despite inflation, rate...
The Good Life Playbook: Markets, Wellness, and a Must-Save Medicare Guide
Greetings! This week’s Advice for the Good Life brings together three powerful threads—markets, mindset, and major life decisions—each designed to help you move forward with clarity and confidence. In today's Wealth Advisory, we unpack how the ongoing Iran...
