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    Financial Planning

    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the current grabs hold. Recently, I’ve spent some time in Maine, Aruba, and most recently in South Carolina. I was down there with my son, Griffin. He had a baseball tournament in Myrtle Beach that lasted for most of last week. And the first thing that caught me off guard about Myrtle Beach wasn’t the hotels or the crowds. It wasn’t even the beach itself. It was the Carolina shoreline. You stand on the dunes where we were, and you look north, you look south, and it feels like somebody forgot to put an ending to the beach. It just keeps going. And then there was the water itself. We’d just gotten back from Aruba a little while earlier, and Aruba is so deep in the Caribbean that it’s about as warm and inviting as anywhere I’ve ever been.

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    BUILDING A NEW LEGACY: PETER KALIANIOTIS ON DEBT, INFLATION AND BECOMING A FINANCIAL ADVISOR

    what happens when the life you know disappears?

    What the Celtics Exit Teaches Us About Investment Discipline

    KEY TAKEAWAYS Being ahead is not the finish line. It is the moment that demands the most awareness....

    Know the Count: Why Investment Discipline Beats Reaction

    KEY TAKEAWAYS "Knowing the count" in investing means understanding when conditions favor you. When...

    The Gap Between Your Tax Return and Your Financial Plan

    Would you rather pay 33% tax on $100,000, or 33% on a million dollars?

    The Ground Beneath Her Feet: Ashley Cotler on Starting Over, Survival, and Financial Literacy

    When the Worst Happens, What Holds You Together? There were two moments, Ashley Cotler says, when...

    Building Generational Money Habits: What We Learned from Families Who Started Early

    What 13 Years of Building a Financial Planning Firm Taught Us About What Clients Actually Need

    Why Financial Plans Break Without Intention

    How focusing on progress, not short-term performance, helps plans hold up as life changes Every...
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