Thought leadership
for the curious investor

Emerging insights, trends, perspectives,
and resources for greater context.

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LEGACY & PHILANTHROPY

The Power of Perpetual Giving

In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.

Financial Advice Chris Haggart Financial Advice Chris Haggart

Are You Rich or Wealthy? There is a difference.

We're often bombarded with images of "being rich" – the luxury cars, the sprawling mansions, the designer clothes. It's an aspirational image, fueled by social media and conventional wisdom. But as financial author Morgan Housel eloquently points out, there's a profound difference between being rich and being wealthy. Being rich is often about visible income and spending; it's about what you see. Being wealthy, however, is hidden – it's about unspent savings and investments, the quiet power of financial independence.

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Be proud of your present,
and excited about your future.