Wealth meets
Well-Being

After decades in finance, it became apparent that wealth and well-being must be intentionally aligned. Without well-being, you may become wealthy, but it’s impossible to enjoy success.

About Aegle

Strategy

Maslow’s Hierarchy of Needs creates a perfect reference point to frame our requirements and our opportunities. Solutions become intuitive when we ask and prioritize the right questions. Ensuring that clients ask the right questions, solve the right problems and seize the right opportunities create a reward in this work which is beyond measure.

Our Strategy

From the Blog

Volatility and Buckets

The Challenge and Opportunity of Volatility If you’re a younger investor, volatility can actually work in your favor. Of course, if it leads to a layoff or income disruption, that’s a significant life event and shouldn’t be downplayed. But as long as your income remains steady, market volatility offers a chance to dollar-cost average into […]

Reflections on Q1-2025: Tariffs, Trade Wars, and Global Diversification

As we look back at Q1-2025, Tariffs, trade wars, and global diversification are all in the mix. In our Q1 commentary, we talk about all of these.

Uncertainty Tests Well-being

Did you know it was the Greek philosopher Heraclitus (535 – 475 B.C.E.) who is attributed with “the only constant is change”? As the new administration takes power, effects policy changes and pauses (or reverses) at will or in some instances, by court order, we can all say that this adage is true now more […]

Newest Pod Episode:

Episode 11: Psychological Safety

Welcome to another episode of the Intentional Power podcast. In this episode, Tangela and Stefanie bringing a friend on the show, Emily Elrod.Emily is a podcast host of Unapologetically Bold and the owner of Workzbe. She also is a nerd out about how the body works and together with Tangela and Stefanie, nerd out on […]