Money Awakening
Have you experienced anxiety, confusion or doubt in relation to money and your financial life? Cheers, welcome to the club! Money brings up confusing emotions, and it’s often more taboo…
Industry Change and Mindful Finance
The finance industry is ripe for change. There are undeniable market forces at play which are exerting extreme pressure on the old way of doing things at banks and across…
Improving Our Lives through Mindful Finance
Making your financial decisions in a mindful context can change your life for the better. The open, aware state of mind that defines mindfulness is the perfect container for the…
Podcast #6: Turning Our Ideas into Action
Our financial lives can reflect our higher ideals and the positive transformation we’d like to see in the world. But what can we actually do to bring these goals to…
Defining Mindful Finance
Finance and money can cause stress and conflict for individuals and society. Mindfulness is an antidote to these challenges, and a path to meaning and fulfillment through finance. Change…
Podcast #5: Does Money Spark Joy?
Our fifth podcast offers a series of questions designed to inspire deeper contemplation of your Investment Self. Too often, we cut off pieces of our personal experience from our financial…
Podcast #3: Uncovering the Intelligence of Uncomfortable Situations
Given the intensity of day-to-day life, it isn’t always clear how to apply Mindful Finance techniques. If you’ve found yourself in heightened interactions where deep breaths and quiet contemplation just…
Podcast #2: The Goal is Financial Empowerment
Mindful Finance comes from our desire to help others and our years of experience as investment advisors. With a non-judgmental approach to how our finances affect our lives, we can…
Painful Transition
We are becoming more and more convinced that the next three to five years will be volatile for investors (and also opportune). The world is in a period of economic…