Transform money from a source of worry to a resource for fulfillment®

“Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: that wisdom preserves the life of its possessor.” Ecclesiastes 7:12 (NIV)

“There are people who have money and people who are rich.” Coco Chanel 1883-1970



Equifax Data Breach and Identity Theft

The recent Equifax data breach affecting 145 million records has been a sensational story. Equifax is one of the three credit agencies (Equifax,... Read More

2017 Third Quarter Newsletter

Sequence of Return Risk This quarter’s update introduces the concept of Sequence of Return Risk and how this under-appreciated risk especially... Read More