Recently I started reading the new book Think Again by Adam Grant. This got me thinking about all the ways that, over the years, conversations with clients have led me to look at things through different lenses. Below are several such topics: There’s one important financial question that stumps [...]
The obstacle course of personal finance
Today marks the 200th installment of this blog. In looking back, one recurring theme stands out: Managing one’s finances is, in a lot of ways, like managing one’s health. Ask any doctor, and they’ll tell you the recipe for good health: Exercise, eat right, don’t smoke. It’s not complicated. And [...]
A matter of perspective
When it comes to financial questions, there are two reasons people might disagree: In some cases, they disagree about the facts—whether interest rates are headed higher, for instance. But sometimes people disagree for another reason: They see things through different lenses. For example, last [...]
How to map out your financial year
It’s getting to be that time when new year’s resolutions start falling by the wayside. Most people don’t worry too much about this. But it would be nice if there were a way to give resolutions more of a shelf life. Todd Herman, a performance coach who has trained dozens of Olympic athletes, [...]
What we’ve learned in 2020
When I think back on 2020—and I know we’re not quite done with it yet—I’m reminded of the movie Alexander and the Terrible, Horrible, No Good, Very Bad Day. But to paraphrase Nietzsche, chaos isn't all bad—if something positive ultimately emerges from it. Below are five financial lessons that, in my [...]
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