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
Looking Back at 2024: Insights and Strategies for Navigating 2025
As we step into 2025, reflecting on the financial lessons of 2024 can help us refine our strategies for the road ahead. From the S&P 500's impressive 23% gain to the nuanced importance of staying invested during pivotal market days, last year underscored the value of discipline and a long-term approach.