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 October 21, 2013

There are two ways to add fixed income to a portfolio: direct purchases of individual bonds, or the purchase of bond funds. We have a solid preference for owning individual bonds.

By Kenneth Klabunde on September 11, 2020

Since 2015, we’ve bought it, sold it, transferred it, reported it on tax forms, and explored what this monetary technology is and how it works.

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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