Insights
Years of writing live on this page, and conversations live on the Emotional Balance Sheet Podcast page. Start with the three questions below. They're the ones families ask me most, and each one pulls together what I've learned. The full archive sits underneath, newest first.
Featured Posts
The Time-Tested Investment Strategy You’ve Never Heard Of
Think diversification is just about asset classes? Think again. This article breaks down the overlooked strategy of temporal diversification—a time-based approach to investing that quietly outperforms market timing and trend-chasing. If you're planning for retirement, college savings, or any long-term goal, this is the strategy you didn’t know you needed.
What We Really Need Our Money to Do for Us
Discover the true essence of wealth beyond mere accumulation. Explore the transformative power of investing in yourself, alongside expert insights on financial planning, strategic diversification, and the holistic approach to portfolio management.
The Unseen Asset in Financial Advice: Problem-Solving Skills
Discover the unseen asset in financial advice: problem-solving skills. Explore how relationship-building, possibilities-based planning, and a coach-athlete analogy can elevate your financial journey. Step out of your comfort zone, explore new objectives, and achieve greater life satisfaction with expert guidance.