Insights from our Team of Experts
View our collection of resources, articles, and industry trends!Worry as a Window: What Worry Reveals About Your Treasure
What if your worries tell you more truth about your values than your goals, your calendar, or even your bank account ever could? If you want to understand what you truly treasure, don’t start with your...
Are You Missing Some Capital?
Consider why relational capital—and the four other forms of capital —could be the key to a life of resilience and purpose. When most people think about wealth, they picture money—bank accounts, investments, and financial security....
From Scrooge to Jarndyce: Dickens’ Lessons for the New Year
I’ve always loved reading the classics—Dickens especially. One of his most famous works, pulled out every year at this time (and rightly so), is A Christmas Carol. With the stingy Scrooge faced with scenes from...
Is it time to eliminate some stress?
Seasons fill me with mixed feelings. While I love the colourful splendor of fall and the promise of spring, cooling temperatures make me dread the winter to come. Summer shows off growth in my garden...
Thanksgiving 2025
Thanksgiving is one of my favorite holidays. The normally cool fall days (other than this year!) with pure blue sky accented by the fall colors make me grateful for the beauty of nature. Being out...
Are Your Investments Hurting Others?
Our investments can harm others, or they can help others. And helping need not detract from performance. We can avoid hurting and pursue helping while we generate solid returns.
How to Have Peace Amid Economic Uncertainty
It seems that everywhere I turn, and likely you turn, we are faced with this current trend of unsettling news. It could be easy to succumb to the headlines around us and become anxious and...
What To Do When Your Kids Don’t Share Your Values
Nothing happens without relationship. Our goal should be to spend time with our children to build a stronger connection and grow our relationship. Enter your child’s world and grow in your understanding of their values,...
Canada Wins Gold, USA Botches the Transfer. Which One Are You?
The recent Olympic 4 x 100 men’s relay is a great metaphor for family wealth transfer. You can have great team members but if the baton is not transferred well, you will have a disappointing...

