The Art and Science of Spending Money

Building wealth must be about more than just seeing a larger number on your investment statement each year.  Wealth translates into life satisfaction when it has a purpose. 

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Why Financial Planning Has A Reputation Problem

Maya Angelou, it turns out, was not just a poet and philosopher for the ages. The literary legend was also a savvy client who fired more than one financial advisor she deemed guilty of either talking down to her or ignoring her socially responsibly investment requests1. She may not, as she admitted, have understood the markets but she certainly understood her value. 

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