My Singular Goal for Q3 2026
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
July 13, 2026
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
Warren Buffett has been saying that for decades. And every decade, someone thinks he’s finally wrong. He never is. America turns 250 this weekend. And
340 million Americans will be cheering on our boys tonight. Whether they’re watching USA vs. Bosnia live or reading about it in the papers tomorrow,
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
These are the top 3 things I see from the most financially healthy families. They not only look good on paper, but they feel good
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from
Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and
The average age of the people we work with is 39. When we run through the initial plan projections of how people will turn out,
Uncle Jerome raised rates another 0.25% yesterday. It might have been the most anticipated rate announcement in history. The “will he / won’t he?” narrative
What got you from A to B will NOT get you from B to C. That’s why we often get stuck at Point B. I