General Topics

Money and Happiness: Finding Bliss in Diversified Wealth

Money and Happiness: Finding Bliss in Diversified Wealth

I think it’s fair to say that at some point in each of our lives, we’ve heard the phrase “money can’t buy happiness”, or some version thereof. Usually meant as a cautionary comment against greed or those prioritizing money, the phrase has yielded some interesting and...

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Six Tips on Retirement From Happily Retired 80-Year-Olds

Six Tips on Retirement From Happily Retired 80-Year-Olds

Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...

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Navigating the Currents of Active and Passive Management

Navigating the Currents of Active and Passive Management

Masters of Their Domain In the obscure world of high-stakes professions, there exists an elite group, whose members command salaries north of $700,000 per year. These individuals, akin to a specialized military unit, are deployed throughout the world on a moments’...

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A Super Bowl Sized Lesson

A Super Bowl Sized Lesson

On Sunday, February 11th, 2024, the Kansas City Chiefs and the San Francisco 49ers will face off to see who will become Champions of Super Bowl LVIII! It’s estimated that 200 million adults will tune in to the big game, and there is a reason so many people are...

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A Leap Year to Surpass All Leap Years

A Leap Year to Surpass All Leap Years

Gastropods—the scientific name for slugs—are slow. In fact, they are even slower than “messages in a bottle” which have been documented to meander adrift ocean currents at speeds of just 0.75mph. The Usain Bolts of slugs cover 150 feet per hour, while the slowest...

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