There is a running joke in the investment world that September and October are the worst months in which to invest. But before we give in to the anxiety, it is worth remembering these wise, witty words from Mark Twain: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others...
The paralysis of perfection
Have you ever heard the phrase: Money makes the world go round. The phrase was made popular by the song “Money” (Money Makes the World Go Round) from the 1966 musical Cabaret, famously performed by Joel Grey and Liza Minnelli. The lyrics cynically highlight how money buys status, romance, and comfort while poverty brings cold...
Facing tough financial realities
Holidays and special occasions are supposed to be moments of deep joy and connection. But for some, these seasons simply magnify the quiet ache of a recent loss. Whether it is the empty chair at the family dinner table, the sudden shock of losing a job, or the ongoing exhaustion of a serious illness, these...
Social and spiritual capital
When we talk about building wealth, we almost exclusively talk about money. We track our investment returns, our property values, and our retirement accounts. We measure our success by the size of our balance sheets. But perhaps true wealth cannot be measured by a single metric. We could potentially consider three distinct types of capital:...
