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.
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.
