Category: Featured
Are You on Track Financially? Ten Questions to Assess Your Financial Plan
“Am I on track to reach my goals?” is a question financial planners field frequently—often during moments of transition, reflection, or uncertainty. It’s an important question, and one that rarely has a simple yes-or-no answer. Progress isn’t always linear, and being “on track” can mean different things depending on your life stage, priorities, and definition […]
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A Timeless Question, Revisited
Two years ago, in my blog post, “Wealth, Well-being and Enough,” I wrote about one of the most essential, and deceptively simple, questions in personal finance: What is enough? At the time, the world was shifting, our communities were finding their footing again, and many of us were redefining what truly mattered. As I look […]
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Thank You for Five Years
The end of summer was a blur as the youngest Crowe packed her bags and headed to college in Miami. People ask me how it feels to have an empty nest (it makes me feel old). The blend of feelings ranges from missing the small children who left random items like artwork, pencils, erasers, school […]
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Wealth, Well-being, and the Let Them Theory
I had a friend recommend a book to me within the last few months. At the time, I nodded, thinking it was probably something I would enjoy reading, but mentally I “added it to the list” of things I should get around to, eventually. Then, a few weeks ago, I ran into her at Publix, […]
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Trade and Turbulence: What a Weaker Dollar Means for You
Is anyone else exhausted by the 24/7 financial news cycle? With the firehose of information literally streaming at us from any online app we choose, it’s very human to get lost in the deluge and/or respond by shutting down from the onslaught. Tariffs and trade wars are dominating headlines and with good reason. The duration […]
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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 […]
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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 […]
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Diversity and Diversification: A Winning Strategy in Leadership & Finance
This month is Black History Month. Following close on its heels is Women’s History Month in March. As I started thinking about the significance of these two month-long celebrations, a question came to mind. Are there similarities between diversification and diversity? I’ve spent many decades in finance, and most of my career has been in male-dominated settings. Being […]
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The Gift of Being Present
This holiday, I’m wishing for the gift of being present. With the hustle and bustle of holiday preparations, travel plans, or plans to host out-of-town friends and family, few times of the year feel quite so rushed. We are rushing while aspiring to feel and share good cheer. We’re bombarded with information in this 24/7 media cycle. […]
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Reflection & Action: Be The Change
When the world feels illogical and inexplicable, be the change. When it feels you may be entering a storm, be the change. When you’re not sure anyone else shares your values, be the change. When you’re not sure of your impact, be the change. When you feel less hopeful, be the change. In your family […]
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Market Resilience and the Evolving Economic Outlook
With decreasing inflation but a slowing labor market, the Fed eased monetary policy by cutting the Fed Funds rate by 50 bps
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Financial Strategies for Women: Navigating Transitions
This month, AegleWealth supports The Women’s Fund of Greater Chattanooga at their annual Voices event as well as a women’s Leadership Elevation Summit hosted in Dalton, Georgia by The Pink Robe Society. This prompted me to focus this month’s blog on challenges and financial considerations faced by many of us, but especially by women. Women often feel there is never […]
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Eight Signs of Financial Health
Financial health can look very different across the broad spectrum of human experience. Whether you are single, in a partnership, fresh out of college or in retirement, living in a major city, or enjoying a less-urban lifestyle, you can achieve financial well-being that fits and aligns with your goals. Despite the wide variety of expressions […]
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Let’s Talk About a Good Economy
The overall economy remains in a relatively good position, though some cracks may be starting to appear. If we talk about economic growth, the most recent GDP numbers showed a year over year increase of 2.9%, which is above trend growth of 2%.
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About Risk
Have you taken a risk that paid off a little or a lot? Did you take a risk that resulted in a loss? Haven’t we all experienced the inevitable negative surprises that life randomly throws at us due to no fault of our own? Mid-career, after completing my M.B.A., I received unexpected news that my […]
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All Eyes On Interest Rates
For at least the last year we have spoken about the three P’s of Federal Reserve interest rate policy: pace, pause, and pivot. The Fed continues to pause, trying to strike a balance between a resilient economy and sticky inflation, not signaling any rate reductions until they are comfortable that inflation has met their targeted 2% level.
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Embrace the Power of “That’s Interesting”
Over the years, I’ve noticed a good friend and client use a phrase that has always impressed me, and I want to share it with you. That’s interesting. I’ve heard her say it with various expressions and voice inflections. The phrase might mean something different each time, depending on the situation and to whom she […]
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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 […]
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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 […]
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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 […]
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