Blog - AegleWealth

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Wealth, Well-being and Cognitive Bias

At one point in my financial career, I was told by a group of men who I believed to be veteran leaders that they had assembled and decided to demote me for doing too much and to enhance my value and credibility. This experience launched my interest in the topic of cognitive bias, especially within […]

Wealth, Well-being and Fresh Starts

After a year of discussion, resistance, and trepidation, my 81-year-old parents decided to take the leap and relocate closer to me. They were happy with their home in Georgia and loved their community. They had everything settled and in place, and had given a lot away, proactively down-sizing in the last decade. Can’t we all relate […]

Closing a Strong Year

2023 by the numbers Forecasters don’t have a working crystal ball At the end of each year, it is common for economists and market strategists to make their predictions for the upcoming year. While we are confident that the people making these predictions are indeed intelligent people with good intentions, it doesn’t change the fact […]

Wealth, Well-being and Enough

December is my month to remain mindful of “enough,” and it’s not easy. For me, “enough” can mean acceptance, letting go, adapting, and being present. For high achievers (and I work with many), this is challenging, especially at a time of year when the to-dos on our lists grow exponentially. I want to share some […]

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Wealth, Well-being and Gratitude

I’m a positive, optimistic person. It showed up in the results of an executive assessment I took a few years ago. The feedback from this assessment was not to let my natural optimism color my view in a way that could mask (and prevent me from addressing) real problems.

Keeping a Balanced Approach

Fitch Ratings downgraded US government credit rating On August 1, 2023, Fitch Ratings downgraded the US government’s credit rating to AA+ from AAA citing a “steady deterioration in standard of governance” over the past 20 years, highlighting this was more of an erosion vs. anything that suddenly caused this change. For reference, Fitch Ratings is […]

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Why Maslow Matters

There’s an ocean to explore and learn about in finance. Even as a veteran with decades of experience, it’s interesting to consider new investments and trends while discerning the “truths” that remain the same. You can navigate finance like you’re on a life raft, taking what the ocean and weather deliver to you that day. […]

Wealth, Well-being and Financial Freedom

The term “financial freedom” has been floating around for quite some time. I like the concept and recognize it means different things to different people. Suppose the term evokes an empowering and inspiring feeling in you. In that case, it’s the correct term to use in exploring financial strategies. If the term evokes stress or […]

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Wealth, Well-being and Anxiety

A new client, who is bold in much of what she does, mentioned to me that she was excited and anxious to make her financial transition. As a practitioner with many decades of experience, the anxious stood out to me as a reminder that clients are on a journey, and their experience with money and feelings about money will […]

My truth about wealth and well-being

Years before the launch of AegleWealth, I stumbled on a book entitled “WELLBEING: The Five Essential Elements,”co-authored by Tom Rath and Jim Harter and originally released in 2010. They explore concepts that have contributed to the development of Gallup’s Wellbeing Finder. If you order the book, you can access a code that allows you to […]

New Year, Incremental Improvement

In 1998, I ran the New York City marathon, my first and last. I got there with a training plan that gradually increased my runs from a few miles to 10+ and then 15+ mile runs as I got closer to the day of the race. I started out with gradual and incremental improvements which […]

Lessons in Wealth

In the mid-1990’s a book was published which (from my seat inside a Trust group) appeared to challenge the assumptions that advisors generally used to serve clients. The big reveal of The Millionaire Next Door is that the average millionaire does not show his/her wealth, is not on the cover of Fortune or Forbes and […]