Building Legacy Through Generosity
“It is more difficult to give away money intelligently than to earn it in the first place.” Read on to find out how you can create lasting impact through charitable giving.
How Family Shapes Our Financial Futures
Intergenerational wealth transfer can be tricky, but with the right planning, families can create a legacy that truly matters.
Fitness & Financial Parallels
There are many parallels between physical fitness and financial fitness. Jason takes a look at what is required for success in both.
Top 5 Excuses Why People Don’t Invest Their Money
What’s holding you back from investing? Join Caitlyn as she investigates the top 5 excuses of why people don’t invest.
Training for Your Future: Fitness and Financial Goals Aligned
Katrina recently started with a personal trainer, and she discovered some interesting similarities with financial planning.
Decision-Making
What was the most important financial decision you have ever made? Join Veronika as she looks into the decision-making process.
Facts & Hugs!
Paul came across one of Carl Richard’s fantastic sketches this week, which provoked some reflection on ‘scary markets.’
Securing Family Wealth Across Generations comes with heavy responsibility
Join Partner Paul Shepherd as he covers his learnings from this year’s GAIA Global Conference.
Creator of Modern Portfolio Theory: Harry M. Markowitz
Harry M. Markowitz, an economist who changed traditional thinking about buying stocks, sadly passed away this June. Veronika looks into his revolutionary theory on risk & return – the Modern Portfolio Theory.
Climate Change and Asset Prices
Do markets do a good job of reflecting climate risk in asset prices? Join Veronika as she looks into this issue.