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We often feel a quiet shame about enjoying little things, as if joy should only be reserved for life’s big moments — the promotion, the wedding, the vacation. But when you zoom out, life is made almost entirely of the small stuff: a breeze on your skin, a dog’s tail wagging, laughter at the table. If joy only counts when it’s tied to scale, we risk overlooking the very fabric life is made of.

When markets are up, it’s easy to forget risk. When markets are down, it’s easy to forget patience. Diversification is what keeps you steady in both. Let's break down the main building blocks of a diversified portfolio and how they fit together.

Changing jobs often means leaving an old 401(k) behind. What should you do with it? In this video, Nick explains the main options — from leaving it where it is, to rolling it into an IRA, to moving it to your new employer plan. Each path has pros and cons, and the best choice depends on your goals, costs, and flexibility.

Your 20s and 30s are the decades where small financial decisions can make a huge impact on your future wealth. In this video, Partner & Wealth Advisor, Shane, breaks down the 3 most common mistakes he see's people make—and how you can avoid them.

Taxes play a role in your financial life — but they shouldn’t be the driver of every decision. In this video, Nick explains why letting taxes control your choices can actually hold you back, and how smart planning keeps you in charge. From investment strategies to retirement withdrawals, the goal is simple: make taxes part of your plan, not the plan itself.

When is the right time to give? For many families, the decision comes down to giving with a warm hand (during your lifetime) or a cold hand (after you’re gone). In this video, I share perspectives on both approaches, the tradeoffs to consider, and how to align giving with your values and vision for the future.