The Health 401(K)
At the intersection of wealth and health lies a profound insight: the greatest asset you can possess isn’t in your bank or brokerage account, but in your body and mind. Enter
Dennis McNamara, CFP®, CHFC®, AIF®, CSLP®
To 529, or Not to 529?
…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You have also probably heard of the most notable account for education saving
Five Financial Myths We Need to Bury
In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and quick hacks get plenty of undeserved attention. Nowhere is this more prevalent than in
Light Management for Optimal Health
When it comes to optimizing health and longevity, the lion’s share of attention is given to nutrition, fitness, relationships, and sleep. But have you ever considered light exposure? Inspired by
Men’s Health Month
For starters – Happy (belated) Father’s Day to all the rad dads out there. In addition to Father’s Day, June also marks a special time on the calendar as it’s Men’s
The Great Game of Generational Wealth: Your Guide to Estate Planning
In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be certain, except death and taxes.” Let’s add one more certainty to the list: the majority
Ancient Wisdom, Modern Medicine, and Everything In Between
The Paradox of Choice, both a book and term coined by Barry Schwartz, suggests that with increased options, we face increased stress, decision paralysis, and dissatisfaction with the chosen option.
Cybersecurity in the Age of AI
Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives in ways we never thought possible. This is no longer the stuff of science
Dennis McNamara Invited to Join the Kiplinger Advisor Collective
Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts I’ve long admired and followed. Our first member call
A Cautionary Tale: Baby Boomers Want a Do-Over
A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health over their money. Similarly, In a survey by the Nationwide
FDIC Refresh: Are you covered?
While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank in America. For those interested, we wrote a brief, high-level summary of
WTF, SVB?! A TL;DR
While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank in America. Our TL;DR on what happened to SVB: SVB’s
Nature Is Medicine
We live in a fast-paced world, surrounded by technology and endless responsibilities. With so much to do, it’s easy to overlook the importance of connecting with nature. Many of us
A Looming Debt Ceiling
If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s contribution, we want to peel back the onion and provide
Health is Wealth: Virtual Event (client-only)
BIG NEWS! In 2023, we are partnering with Stevyn Guinnip, a financially-focused health coach and founder of Grow Wellthy! Over the course of 2023 we’ll be offering four virtual events that will help
SECURE 2.0 Act: If You Don’t Know, Now You Know
On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was passed in 2019. SECURE 2.0 expands the original. While there are
Optimizing Your Nervous System
This Wellness blog was first featured in our December 2022 monthly newsletter. Similar to that month’s financial contribution, this article is written 99.9% by AI. The first sentence started “At
AI Wrote This Blog
For this month’s contribution, we allowed AI to write this blog. A few weeks back I learned about the artificial intelligence company known as OpenAI. DALL-E What initially brought OpenAI
72-Hour Longevity Fast
Many of you will be familiar with “intermittent fasting” – it’s quite popular these days. For the past three years I (Dennis) have been practicing a form of IF known
Men’s Health: The Wisemen Retreat “FIRE” Experience
The Wisemen Project is a men’s group that melds proven, ancient techniques of movement, breath work and meditation with cutting edge scientific research. The group was formed as a powerful
Preparing Children for their Financial Future
Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution focused on financial considerations for those between 15-24 years old,
Improving Longevity Through Relationships
Improving longevity through relationships is a crucial health pillar that receives far less attention than it deserves. As we’ve discussed before when it comes to longevity, it’s well documented that
Preparing Young Adults for their Financial Future
With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial future. particularly those between the ages of 15-24. While some
The Dreaded “R” Word
Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact, in the month of June, Google Trends – which analyzes
Attention: Our True Source of Wealth
Time is often cited as one of the most (if not the most) valuable currencies. In his recent feature on the Tim Ferriss Show, Sam Harris disputes this. Sam posits that attention, not time, is
The Changing Longevity Landscape
Living beyond age 100 may become commonplace. Now, before I go down this rabbit hole, a disclaimer: Extending lifespan beyond known biological bounds is still sci-fi stuff. However, also consider
Conscious Breathing: Our Hardwired Superpower
Depression, anxiety, and sleep dysfunction rates among both children and adults have reached epidemic levels and are getting increasingly worse. To our own detriment, many of us go through life
The Federal Reserve’s Toolkit + Market Hangover
The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution we’ll discuss the potential short and long-tail impacts of both.
The SEC Finally Enforces ESG
With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and Exchange Commission (SEC) will finally enforce ESG disclosure and begin
The Centenarian Olympics
Training for the Centenarian Olympics Training for a long, healthful, and functional life is not the same as training for performance. Eminent longevity doctor, Dr. Peter Attia, notes that, for most people, the
When Worlds Collide
Investors need to be prepared for when worlds collide. Collisions – whether they be on a macro level (like war, famine, geopolitical strife etc.) or on the micro level (a
Sleep Hacking: Proven Tips For Better Sleep
By “hacking” your sleep – that is, following proven tips to optimize both the quality and duration of your sleep – you can set yourself up for a successful, productive
Finances for Fathers: Episode 64 of the Dad.Work Podcast
Dennis McNamara had the opportunity to connect with Curt Storring, the host of the Dad.Work podcast, in a wide ranging conversation focused on finances for fathers. Some highlights from the
The Benefits of Cold Exposure
As you may know, cold exposure – also known as cold thermogenesis – has numerous benefits, from muscle recovery and fat loss to mental health, mood enhancement, insulin resistance, and
The 101 on I Bonds
Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending to… just about everyone*. If inflation is something that’s top
Living Your Eulogy Virtues
Awhile back in our piece on Minimalism we touched on the topic of death. Inspired by John’s January newsletter reflections on the passing of both John Madden and Betty White,
New Year’s Resolutions
For the 50% of your that feel like Michael Scott, this may not be for you. However, If you’re one of 31% of people planning to make a New Year’s
End of Year Planning
Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming transitions in mind. Are allocation changes needed to begin preparing
IG Live: wHealth Advisors speaks with The Wisemen Project
wHealth Advisors co-founder, Dennis McNamara, recently spoke with Christian Valeriani of The Wisemen Project regarding men’s health and the constant juggling of priorities men face as parents, partners, and professionals.
The Role of Alternative Investments in Your Portfolio
For decades, pundits have taken a stab at writing the obituary for the traditional 60/40 portfolio (i.e. 60% stocks/40% bonds). At first glance, this seems laughable. Over the last 90
Four simple tips to take back your health
While genetics certainly play a role, the overwhelming majority of our health outcomes are a product of our nourishment (including the content our brains consume!), rest, activity, and habits. Wherever
Men’s Health: The Wisemen Retreat
About The Wisemen Project The Wisemen Project is a men’s holistic health group that melds proven, ancient techniques of movement, breath work and meditation with cutting edge scientific research. The
Federal Tax Proposal – A Summary
The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not be the final form, but many of its features are
S&P Gains 100% from March 2020 Low: Now what?
After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever since delivering a 100% return. You read that right: 100%.
Beware of Financial Scams
A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card scam. The friend received an email from “Target” and was
Should I Be Worried About Inflation?
The topic of inflation is getting lots of attention these days. Inflation, for starters, is defined as the decline in purchasing power of a given currency. So, as an example,
Seven Types of Rest You Need
In a perfect world, we’d all get 8hrs of quality sleep each night. In reality, many of us fall short on this – either in terms of length (i.e. getting
Cryptocurrency: Should I invest?
Crypto’s place in a portfolio: Cryptocurrency has an identity crisis. Depending on who you ask, some view it as a security (like a stock), a commodity (like gold/oil), or a
Estimating Returns: Hope for the Best, Plan for the Worst
Between 1926-2020, the US stock market return was basically 10% per year. While it’d be great to bank on 10% per year, it unfortunately does not work that way. For
The Latest Investment Craze: Non-Fungible Tokens
Over the past month nonfungible tokens, or NFTs, have been all over the news. Saturday Night Live even got involved. What are they? NFTs are cryptographic assets that are on