Our Insights
Dollars and Sense
Live and plan with intention. Explore expert insights on financial planning and wealth management - directly from our Founder and Personal CFO.

Monthly Market Update - June 2025
The month began positively for equity investors, and the first half of the month included some choppiness when economic indicators provided mixed signals.
Published on
July 3, 2025
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Unstoppable Journeys
Unstoppable Journeys - LevelUp Your Career With Kindra Howard
In this episode of Unstoppable Journeys, Kindra Howard (Partner at Tricon Solutions) shares with us a solution to the problem of how to get to the next level of your career.

Investments
Monthly Market Update - February 2024
Last Month in the Markets: February 1st – 29th, 2024: It was another strong month for equity investors focused on North America.

Unstoppable Journeys
Unstoppable Journeys - Eliminating Single-Use Container Waste with John MacInnes
In this episode of Unstoppable Journeys, John MacInnes (Founder of Earthware Reusables Inc.) shares with us a solution to the problem of single-use containers pilling up in landfills.

Unstoppable Journeys
Unstoppable Journeys - Entrepreneurial Operating Systems with Chris McPhee
In this episode of Unstoppable Journeys, Chris McPhee (Professional EOS Implementor) shares with us a solution to the problem of how business owners can go from "good" to "great" by strengthening the 6 key components of their business.

Unstoppable Journeys
Unstoppable Journeys - Upcycling with Shawn Leggett
In this episode of Unstoppable Journeys, Shawn Leggett (Founder and President of GroundUp Eco-Ventures) shares with us a solution to the big problem of food waste and how looked at differently can be turned into valuable byproducts.

Unstoppable Journeys
Unstoppable Journeys - Reskilling In A Digital World With Tim Chan
In this episode of Unstoppable Journeys, Tim Chan (Co-Founder and Director of Untapped Energy) shares with us a solution to the problem of how to upskill and build up your data skills in a growing digital world.

Investments
Monthly Market Update - January 2024
Last Month in the Markets: January 2nd – 31st, 2024: The month began with the S&P 500 hitting at new record high before settling downward as a strong U.S. jobs report cooled hopes for a Fed rate cut later in the month.

Unstoppable Journeys
Unstoppable Journeys - Purpose Before Strategy With Mo Aladin
In this episode of Unstoppable Journeys, Mo Aladin (Founder of Peer Guidance) shares with us a solution to the problem that we often create for ourselves and how to get out of our own way by understanding purpose before strategy.