Improve your financial well-being with tips and frameworks for building long-lasting habits. 

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Wellness May. 19, 2022 The investor’s guide to financial wellness

Similar to picking healthy foods or finding a great therapist, you need the right tools to help you on your way to financial wellness.

12 smart personal finance books to add to your reading list
Wellness Jul. 8, 2021 12 smart personal finance books to add to your reading list

It’s easy to find finance courses in college and grad school—personal finance, not so much. So how do the rest of us non-MBAs, non-advisors, non-financial analysts get the knowledge we need to […]

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Wellness Jan. 22, 2021 Put your best foot forward: 10 habits for better investing

Huge, transformational goals often fail. In fact, 92% of New Year’s resolutions fail, according to research from the University of Scranton. Yet year after year, we set huge, transformational goals for our […]

Women standing on a rock with a magnifying glass in hand in a contemplative stance over a green background
Wellness Nov. 25, 2020 How smart investors stay focused on their financial intentions

How do we stay focused? Stop investing emotionally? Tune out media static? We set intentions. While a good starting place, it’s not enough. We need a feedback loop so we can use […]

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Wellness Oct. 22, 2020 A smart investor’s guide to systems thinking

Systems thinking champions are everywhere. They include brilliant consultants, TED speakers, AI pioneers, and public policy leaders. And no wonder: Systems thinking is consistent and simple. It uses feedback and new learnings […]

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Wellness Oct. 20, 2020 The 5 steps to smarter financial decisions every investor needs to hear

How do we decide how to decide? It’s a little meta, but the answer is crucial – especially when it comes to our finances. Without consistency, we might as well rewrite the […]

three people with backlit shaddows representing their goals and dreams
Wellness Sep. 22, 2020 You don’t need motivation to achieve your financial goals

We get it, you’re scratching your head just reading that title. But hear us out: 92% of people fail to achieve their goals, according to Inc. Why? Have we been setting the […]

Dart board with dart in bullseye
Wellness Sep. 18, 2020 How to make your financial habits stick

When it comes to investing, our habits decide our destination.  Sure, we may have huge goals for our lives and finances. But having those goals means nothing if we don’t actively work […]

woman filling out a checklist
Wellness Sep. 16, 2020 Tiny Habits: a smart investor’s superpower

When you want to improve an aspect of your life, one degree of difference adds up Let’s say you’re a decent writer who’s always, always wanted to write a book—except that every […]

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