Shari’s book, Maximize Your Return on Life, has helped countless people learn how to invest their time and money in what they value most. Join us on 10/26 for a workshop where you will explore your early and profound memories of money, identify your Core Values, and the key to financial happiness.
Communities are a key part of your life’s portfolio, and essential to Maximizing Your Return on Life. Can you add a new one?
Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.
Is sustainability one of your Core Values? Here's how to add a green approach to investing.
Here's how to achieve a very important type of balance in your life.
Every once in a while, I get a thank you call from a client that takes my breath away. Here’s the story behind a recent one.