Weal-th

By Kenneth Klabunde on March 15, 2019

I talk a lot about the nuances of building wealth and preserving wealth from the perspectives of both investment management and personal financial management. But I want to take a step back and define what exactly we are building and preserving. What do we mean when we talk about wealth?

“Wealth is what happens when you live the life you want with the resources you have. Financial Planning is how you get there.”

“Wealth” comes from the Old English words “weal” (well-being) and “th” (condition). In other words, it’s the condition of well-being — something far greater than just money and personal economics.

Today, when most people think of “wealth”, they think of money. But I love reconnecting it with the original meaning, allowing for a much more expansive vision of what we want our lives to be, and how we’ll use money to support our pursuit of real wealth.

For some, wealth does mean money. For others, it’s time with family, travel, or simply a slow cup of coffee every morning.

Ultimately, the meaning of wealth is up to you. And we’re here to work alongside you to help build and preserve “weal-th” according to your definition.

“To want what you already have and to live the life you’ve already been given.”  — Chinese secret to happiness, according to Mark Anielski

By Kenneth Klabunde on March 26, 2020

It’s important to remember that the markets do not necessarily describe the current economy; and the economic numbers don’t describe the daily struggle that some are feeling right now.

By Kenneth Klabunde on December 6, 2019

Sometimes little kids ask better questions than we do. So ask “why”, then ask it again, and again, and again. At the end of the question, I think you’ll find the life you want to build and the resources you need to build it.

By Kenneth Klabunde on March 27, 2020

I typically walk away from these exercises with A) a plan, and B) a general sense of “you know, life would still be okay.”

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