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
How to Stay Focused on Your Financial Goals During a Politically Charged Summer
As headlines swirl around new tax legislation and tariffs, investors face a choice: react or remain steady. Here’s why purpose-driven planning still wins.
The Search for Truth: How to Find Reliable Information in a Contentious Media Landscape
In a world where headlines compete for attention and truth feels harder than ever to discern, reclaiming control over your news intake isn’t just possible—it’s essential. Learn how to find clarity, spot bias, and regain confidence in the media you consume.
Mastering Financial Anxiety: A Strategic Approach to Market Volatility
In an era marked by economic uncertainty and market fluctuations, financial anxiety has become a common experience. This article delves into understanding the roots of financial stress and offers strategic approaches to manage it effectively. By fostering emotional resilience, maintaining a long-term investment perspective, and enhancing communication with financial advisors, individuals can navigate financial turbulence with confidence.
The Impact of Politics on Financial Planning: Navigating Market Trends
Discover why political events, including the upcoming 2024 election, shouldn’t dictate your investment decisions. Learn how to navigate market volatility during election years and focus on long-term financial success instead.
Paul Fenner to Barrons: Global IT Outage Hits Brokerage Firms and Wealth Managers, Including Schwab
A global IT outage has disrupted operations at major brokerage firms, including Charles Schwab, Merrill Edge, and Morgan Stanley, causing frustration among investors. Paul Fenner, president of Tamma Capital, shared his experience adapting to the tech issues during an onboarding meeting with Barron’s.