What's Important to You About Money?

Chris Kittrell
Before you read any further, pause for a moment, step away from the noise, and ask yourself one simple question:...
View Article

Filter By

Why Diversification Wins: Avoiding Bias in Your Investment Portfolio
Amanda Howerton, CFP® CDFA®
Is a personal bias skewing your portfolio? See why owning all the players—not just the favorites—can lead to better long-term outcomes for your investments.

View Article
Are We Entering a New Bull Market?
Rather & Kittrell
Markets are up, but is it a new bull market or just a temporary rally? Here’s what recent gains mean—and why diversification and discipline still matter.

View Article
What Marc Lasry’s $3.5B Bucks Sale Teaches About Estate Planning
Chase Kerby CFP®, AIF®
Marc Lasry gave up control—and triggered a massive tax event—by titling his NBA team to his kids. Here’s what families can learn from his estate planning decision.

View Article
Why Elegant Simplicity Might Be the Key to Peace in Your Financial Life
Hannah Whatley, CFP®, AIF®
From photography to financial planning, simplicity isn't about doing less—it's about making space for what matters. Here's what that can look like in your money life.

View Article
How a Broader Financial Perspective Can Keep You Above the Noise
Rather & Kittrell
Market volatility can feel overwhelming—like navigating cliffs and canyons on foot. A broader financial view lets you float above the noise and see the full picture.

View Article
Why Market Volatility Feels So Wild Right Now—And Why It’s Normal
Rather & Kittrell
Markets are bouncing around again. Here’s what’s driving the recent turbulence, why it’s normal, and what history can teach us about pullbacks and long-term perspective.

View Article
The Question That Changed How I Invest: What Is This Money For?
Chase Kerby CFP®, AIF®
A missed investment in college taught me a lesson I carry today: long-term success often starts with one question—what is this money for?

View Article
Why It’s Worth Noticing What’s Going Well
Chris Kittrell
In a world of nonstop negative headlines, it’s worth pausing to notice what’s going well—both in the world and in your own life.

View Article
How Language Shapes Your Financial Reality
Chris Kittrell
The way we talk about money and our future matters. This post explores how shifting your language can reframe your perspective and help you move forward.

View Article
Why Averages Can Be Misleading in Investing
Hannah Whatley, CFP®, AIF®
Averages tell one story. Outliers tell another. Hannah Whatley explores what Hawaii’s weather and market returns can teach us about staying prepared as investors.

View Article
What Recent Bank Failures Could Mean for the Economy and Your Portfolio
Chris Kittrell
Bank failures have made headlines—but should you be worried? Chris Kittrell shares what these events may signal for markets, lending, and long-term investors.

View Article
Is it Happening Again? What You Need to Know About Bank Failures
Chris Kittrell
Recent bank failures raise concerns, but should we panic? Here's why the financial system is not collapsing and what lessons we can learn from these events. Stay calm and informed.

View Article