Blog

Introducing the 4 Phases of Wealth Management

A financially successful life doesn't just happen. It requires planning, discipline, and understanding where you are in your wealth management

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Nobel laureate

Market corrections are an inevitable part of investing. For many investors, these periods of volatility can feel particularly daunting. Whether it’s

April 1, 2025 by Cassandra Queen

Traditionally, wealth has been synonymous with money, possessions, and societal status. We've often been taught to equate financial success with

“If they don’t scare you out, they wear you out.” – Peter Lynch February was not a good month for investors in the American stock market with all

“The four most dangerous words in investing are: this time it’s different.” – Sir John Templeton After a very good 2024 for many investors, January