The Cost of Chasing Money

The Cost of Chasing Money

I’ve worked in the financial services sector for most of my career. For big and small companies, from Wall Street to London to Richmond. The same theme emerges over and over again: Money is not about money – it’s about desire.

We all have painful patterns around money, desires we think money can help us achieve, and money fears and insecurities. But over-spending, over-working, accumulating debt, avoiding reviewing our investment statements – these are just symptoms of a deeper need or desire. 

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Global Equities Taking a (Big) Breather... What's Next?

Global Equities Taking a (Big) Breather... What's Next?

Recent selling has been relentless, with the S&P 500 index down -8.7% since the start of October, and about flat for the year. The index remains on track for its worst month since 2010. Global equities (US and international) have lost almost $8 trillion of value this month, and is set to be the biggest wipe-out since the height of the financial crisis a decade ago.

A bear market is defined by most as a decline in equities of 20% or more. Many are asking, are we heading into a bear market?

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Will the Markets Have a Tariff Tantrum?

Will the Markets Have a Tariff Tantrum?

The first half of the year has been filled with a series of worries and shocks. A looming trade war. Rising interest rates. A stronger U.S. dollar.  Anti-European Union sentiment in Europe. A potential nuclear showdown with North Korea. Yet for all its gyrations and mood swings, U.S. equities made progress in the first half of the year, up 2.5%.

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Raising Mindful Money Geniuses: 5 Messages To Teach Your Kids

Raising Mindful Money Geniuses: 5 Messages To Teach Your Kids

If you’re like many parents, the thought of having a money talk probably sends you into a cold sweat even more than the birds and the bees. But there’s no time to lose – studies have found that kids start absorbing money messages very early on. And while money can’t buy happiness, it’s closely intertwined to a sense of abundance in life.

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