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The most impactful investments tend to be those that we make consistently over time. When we stick to a plan and keep checking off the items on our to-do lists, our efforts compound and build towards the results that we want.
Think about how being consistent in these three areas could help you achieve your long-term goals and improve your Return on Life (ROL).
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - February 2025
Without ambition, our goals would likely stay small and unrealized. We need that extra drive to push ourselves to new heights and boost our Return on Life in multiple areas.
But too much ambition can harm our physical and emotional health, which, ironically, can make it that much harder to accomplish the things we're sacrificing so much to pursue. If you focus all your energy, every moment of every day, on one single activity, you're much more likely to burn out.
Ask yourself these three questions to find a healthier balance between ambition and wellbeing that will help you experience a more well-rounded version of success.
Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding necessary adjustments to retirement plans, this bias can negatively impact your financial well-being. Here are 3 reason we resist change…
Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone. Estate planning can make all the difference between peace of mind and turmoil during an already difficult time. While it might feel daunting, breaking it into manageable steps can simplify the process. Here are five important estate planning considerations to help guide you.
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap. Here’s how to maximize your Return on Life (ROL) and start discovering your ideal retirement routine...
Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding necessary adjustments to retirement plans, this bias can negatively impact your financial well-being.
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2025
Check out our Quarterly Market Review - 2024 Q4 featuring world capital markets and a timeline of events for the past quarter.
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t what’s possible, but what’s most important.
This is where clarity and intentionality come into play. Financial planning, done properly, helps you make choices in alignment with your values.
Establishing the “why” behind your wealth can provide a helpful foundation. What does financial success mean to you? Is it about flexibility and independence? Generational legacy? Giving back to your community? Your “why” serves as your guidepost, helping you prioritize and sequence your financial goals.
