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Thought leadership
for the curious investor

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

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For those who love to read

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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

The Psychology of Wealth – Is there purpose beyond your paycheck?

The psychology of wealth is about more than just your bank account. Inspired by Alfred Adler's work, this article explores the two paths we take in the pursuit of significance: one driven by external validation, the other by internal fulfillment. Discover how to align your financial decisions with a deeper sense of purpose and find true wealth that goes beyond a paycheck.

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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.