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What is “Holistic” Financial Planning?
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
Recession 2023
As you probably know, there is a lot of uncertainty about our economy today. Many economists have discussed the possibility of a recession in the near future, and given the volatility in the markets, many investors see the possibility, too. The argument for a...
Halloween & The Market
As Halloween approaches, our thoughts turn to carving jack-o’-lanterns, trick-or-treating, haunted houses, festive costumes, and scary movies. Halloween is the only holiday that has the ability to both delight and fright. Costumed children gleefully celebrate their...
Tricky Recipe
You’ve probably noticed the volatility wreaking havoc in the markets over the past few weeks. To understand what’s going on, let me tell you a story. Imagine you are inside a fancy restaurant, waiting for your meal to be prepared. While you wait, you can watch the...
