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    Financial Wellness

    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?

    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...

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

    Let the game come to you

    When I was younger, my dad got me this book called The Science of Hitting by Ted Williams. My dad...

    The Trail

    Key Takeaways The "number" won't save you. The retirement milestone you're fixated on is almost...

    The Achiever's Odyssey: Angel Costanza on Cancer, Leadership, and Legacy

    A Chance Encounter Brings Unexpected Hope It started with a last-minute decision to escape. Last...

    Get out of the now

    A couple of weekends ago we were standing on the competition floor in Huntington Beach at a massive...

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call...
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