LATEST BLOGS

adding context to your choices

The freedom of an open hand

When there are bills to pay, and income feels like it’s not quite enough to cover the monthly expenses, it’s easy to hold back on generosity. Sometimes, we might even treat generosity as a financial finish line. We tell ourselves that once we hit a certain net worth, or once we finally retire, then we will start giving back. We want to ensure our own bucket is completely full before we are in a position to […]

Creating a single view for your wealth

There is a common belief that when it comes to our wealth, we should never put all our eggs in one basket. It’s easy to extend this logic to our financial advice. We often assume that having multiple advisers is the safest approach. We might have one for our retirement fund, one for our stock portfolio, and perhaps another for our tax structuring. It feels like we are diversifying our risk and getting a healthy mix […]

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