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The Stock Market is NOT a Casino, it’s a Racetrack
By Dennis McNamara: The stock market is not the casino, it’s the horses on the racetrack. I’ve always balked at the analogy of comparing the stock market to the casino but it wasn’t until picking ...
Living an Examined Life: 8×3 Days + The Four Ashramas
In my early 20s I lived with a Costa Rican farmer. A seemingly healthy man with a happy disposition, I assumed he was approaching 50 years old but found out that he was 67. When I asked how he was ...
Fear Is A Helluva Drug
If you pay any attention to financial punditry, you will always be able to find someone making bold predictions about the US being on the brink of a recession, depression, or worse: societal collapse. This makes ...
Comprehensive Guide to Preventive Health Screenings: Benefits, Costs, and Options
Preventive health screenings and treatments are essential tools for those looking to take a proactive stance on their health. These methods are designed to identify potential health issues early, potentially improving health outcomes and providing ...
What Issues Should I Consider At The Start Of The Year?
The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example, we can: Look at your progress toward your goals and consider any new goals you’ve ...
Beneficial Ownership and the Corporate Transparency Act
With each new year we welcome an array of new laws and regulations. A notable inclusion in 2024 is the Beneficial Ownership reporting requirement for small businesses, mandated under the Corporate Transparency Act. Let’s delve ...
Charitable Contributions in the Season of Giving
As the year winds down and the season of giving takes hold, we wanted to take a moment to revisit charitable gifting. Whether you’re driven by altruism or the practical tax benefits (or both!), there’s ...
An Ode to Costco: Mastering Healthy Eating Without Going Broke
With the holiday slew of gift-giving, family meals, and festive gatherings on the horizon, savvy shoppers will inevitably seize on the many value purchases offered at Costco. While you can buy mayonnaise by the gallon, ...
Investing In Your Health
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 the concept of investing in your ...
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 and investing: The 529. Named after ...
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 the realm of personal finance. ...
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 what we’ve learned from Dr. ...
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 Health Month. We wanted to ...
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 of us avoid thinking about ...
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. This couldn’t be more true ...