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    Financial Wellness

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game. Home run. I was back in my hometown of Maine this weekend at a Portland Sea Dogs game, and the very first pitch of the night, a fastball, flew out over the fence to left center.

    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...

    What’s the worst financial decision someone can make?

    The other day, I was driving north on Route 1 in Walpole, Massachusetts. Just as I passed the...
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