And how much do they know about the life your money is meant to serve? “I have someone who handles my investments.” For many people who have accumulated substantial wealth, those words bring a certain relief. The money is invested. Statements arrive. There is a person to call. Markets rise and fall and someone, presumably, is paying attention. But there are two questions we rarely ask together: Who is actually making the decisions about my money? And perhaps more importantly,

...A better question may be: what an adviser is for when financial information, computational analysis and increasingly sophisticated first-pass recommendations become inexpensive and ubiquitous—and when the quality of the result can still depend materially on the quality of the inquiry.

Matt Clements, Managing PrincipalClements Investment Management, 2026 A conversation with Matt Clements about money, fear, risk—and what a portfolio is actually meant to serve. "A portfolio can be measured to the penny. The life it is meant to serve cannot. One of the questions I often ask people is: What is your True Currency? It usually stops the conversation for a moment. That is partly the point." Q: What do you mean by “True Currency”? I believe there are two m

Something happens to us in times of life change or crisis – and it is especially apparent in how we manage (or don’t) our money and financia

MARKET SITUATION: A RECESSIONARY CORRECTION IS COMING. DON’T PANIC …But (for heaven’s sake) DO GET INVOLVED in the management of Your $

frustrated and disturbed to see individuals all had the same cookie-cutter portfolios...very different needs, circumstances and values.

Life is ever changing; life is on the move. A great financial strategy is a very closely-attended one - flexible and evolving in...

If we fail to ask ourselves these kinds of Big Life questions, how can we ever expect to live & experience our own real wealth and...

At a Crossroad in your life? Which doorway you choose will make all the difference…

..and they tell me that they’ve never been asked these questions by their current of former financial person!...

Each moment, another coin of your lifeline is being spent. This article offers you a home process for the art of investing in True Self...