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Emotional Balance Sheet with Paul Fenner

Apr 24, 2025

What matters most when it comes to portfolio returns?

Video Version

Here's what it's not: who is President or the crisis of the day. 

From the unpredictable daily swings of the S&P 500 to the long-term probabilities of success, I cover how aligning your assets with your objectives —whether short-term or for...


Apr 17, 2025

How do you bridge the gap between the anxiety you may be feeling and the realities of your current situation?

Our resident therapist, Dr. Jennifer Dragonette, explains the core principles of ACT, a behavioral therapy developed by Dr. Steven Hayes, designed to foster present-moment awareness, acceptance of reality, and...


Apr 10, 2025

Modern life often throws us into "hair on fire" moments where stress feels insurmountable and overwhelming. Whether it's work demands, family responsibilities, or unforeseen challenges, we all experience these times when it seems impossible to maintain balance.

Understanding and preparing for these "hair on fire"...


Apr 3, 2025

Does the current stock market volatility have you wondering what's next?

It's a normal emotional response to feel anxiety or even a little bit panicked when events around you seem to be in chaos, which can apply to personal events, politics, and, yes, the stock market.

Dr. Jennifer Dragonette is back to walk us through...