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INVESTING 101

Money Management Isn’t About Money

What if we made personal finance about values, habits and intention instead of money? Money management isn’t just about money, after all. The state of your personal finances is a lagging result of a disconnect between what we think we want (external motivations) and what we actually want (internal motivations). So, if you’re trying to […]

3 minutes

Money Makin’ is a Mindset!

When approaching your personal finances, it’s easy to get caught up in a black & white mindset: income vs. expenses, budgeting vs. splurging, investing vs. saving—Managing your money becomes a zero-sum game and those who follow the strict set of rules win…right?—WRONG.   This mindset is limiting and can actually breed stress, anxiety and ultimately […]

4 minutes

Atomic Habits

“Without good financial habits, you will always be struggling for the next dollar.” -Atomic Habits “You get what you repeat.” It’s a simple message that author James Clear establishes in his New York times bestseller, Atomic Habits, and one that he drives home superbly. Clear starts the book with data driven, as well as anecdotal evidence […]

3 minutes

12 Day Financial Wellness Challenge

The New Year, is the perfect time to get your financial s%&# together. To help you kick-off 2022 with your personal finances in order, we have gone ahead and broken down this (somewhat) daunting task into digestible and doable mini tips!

5 minutes

Inflation Nation

Inflation—it’s a hot topic lately—and rightly so. It’s hard to escape the blaring headlines that the US consumer price index rose 6.2% in October 2021 compared to a year ago.   What does this mean exactly?—Well, on average, things cost 6.2% more than they did only a year ago. To put that into perspective this […]

4 minutes

The Seven Capital Sins of Financial Wellness

Are you a sinner when it comes to personal finance? Whether the result of ego, insecurity or just plain laziness the barriers that are preventing you from eternal wealth and prosperity boils down to simply human weaknesses. These human weaknesses are nothing new, and have been named in history, so we mortals could better fight […]

3 minutes

Get in early and invest like the big whales.