May 2022 Greetings! I believe that financial well-being is strongly tied to overall well-being. I am always curious about what it is and how we cultivate it more deeply in our lives. That's why taking time off to reset my nervous system and bring a sense of renewal emotionally, physically, and mentally is one of the priorities in my life. It took me a while to welcome this sense of inner well-being and calm with enjoyment, appreciation, and gratitude, rather than equating time off with "not doing enough."    We have all yearned for connection over the past two years, whether it's with family, friends, colleagues, or the community. We long for connection because we have a deep sense that it's a fundamental psychological and physiological issue. It's said that the quality of your relationships determines the quality of your life. So, after a busy first two quarters of the year, I look forward to leaving rainy Portland to spend a month with my husband in Europe, reconnecting with family and friends, and hopefully volunteering with the Ukrainian refugees in Poland.  How has the pandemic changed your relationships? Have you prioritized them after almost two years of isolation? What are the categories of your relationship? How do you attend to them? What role does money play in enhancing your experiences with others? Please hit reply and share with me your experiences. Dream. Plan. Prosper.

YES, MONEY CAN MAKE YOU HAPPY Buying experiences is one of five core principles of smarter spending. Michael Norton and co-author Elizabeth Dunn authors of Happy Money write about the other four: Make It a Treat, Buy Time, Pay Now, Consume Later, and Invest in Others. Read more >

CAN THE INTERNET BUY YOU MORE FRIENDS? Robin Dunbar, anthropologist, evolutionary psychologist, and director of the Institute of Cognitive and Evolutionary Anthropology of the University of Oxford, is renowned for creating a formula which is now known as 'Dunbar's number’, which calculates the 'cognitive limit' of the number of people we can hold meaningful friendships with. Watch here >

WORRIED ABOUT STOCKS? WHY LONG-TERM INVESTING IS CRUCIAL Investing in markets is uncertain, and it’s the price of admission to create wealth in the long term. By investing in a market portfolio, you’re not trying to figure out which stocks will thrive and which aren’t going to be able to recover. You’re betting on human ingenuity to solve problems. That’s why there is no reason to panic about markets when you’re focused on long-term investing. Read more >

IT TAKES A TEAM In addition to your wealth advisor, do you have a solid team of legal, tax, and insurance professionals? Does this larger financial team work well together? Read more >

Follow us on social media ‌ ‌