Category: Wellsfaber

At WellsFaber we know that the right advice can help you thrive, but we also know that too much advice can completely derail all of your plans.  This is challenging because from Google to every local expert in our family, all of us are overwhelmed with information. And this is just when we’re actively looking for information and advice – what about all the times that our family, friends and colleagues offer unsolicited advice?  You may […]

We recently heard this simple story of a mouse that was stuck in a jar – ever heard of it? It’s interesting because the mouse wasn’t put in the jar – not entirely. As the story goes, a mouse was placed at the top of a jar filled with grains. The mouse was so happy to have found so much food because it no longer needed to run around looking for food. The mouse felt satisfied […]

Whether we’re doing it intentionally or not, we’re feeding our minds constantly. Through what we see and hear, but through our other senses too, our minds will soak up the information around and in front of us. Most of the time, this happens through our digital devices. The use of social media has exploded in the last decade, and many of us forget how invasive and pervasive it has become. From political interference to market sentiment […]

“Your success will be determined by your own confidence and fortitude,” – Michelle Obama Building financial confidence and developing the skills to make healthy decisions to achieve your goals is a fundamental focus for our team at WellsFaber. We want you to have the confidence to thrive in a way that defies obstacles and curveballs that life will constantly place in your way. Fortitude speaks to courage in pain or adversity, not the lack of challenges […]

Whether you have money in the bank or not, making financial planning convenient can help you achieve your goals and thrive. At WellsFaber, we want to help you improve how you feel, think and act with your money, regardless of how much you have, and making personal financial planning convenient is key to this journey. A good financial plan will give you confidence when it comes to managing your cash and substantially reduce the worry over […]

“Self-care is never a selfish act—it is simply good stewardship of the only gift I have, the gift I was put on earth to offer to others.” Parker Palmer There are so many books about gifts, skills, talents, and strengths trying to help us understand how unique we are and how to identify and define a quality that gives us purpose. The bottom line is that when everything is stripped away, who we are, not what […]

“Never be bullied into silence. Never allow yourself to be made a victim. Accept no one’s definition of your life, but define yourself.” Harvey Fierstein Sometimes, our biggest bully is ourselves when we succumb to believing the untruths that people have spoken to us for years and years. Because money is intrinsically linked to every choice we make, our financial position in our early life will affect how we view money today – and have a […]

“When you recover or discover something that nourishes your soul and brings joy, care enough about yourself to make room for it in your life.” Jean Shinoda Bolen There’s a great scene in the BBC’s Sherlock Holmes when he enters his mind palace, accessing stored memories to help him solve a case. According to Holmes, he often has to remove unimportant information (like knowing how many planets there are in our solar system) to make space […]

“Until you value yourself, you won’t value your time. Until you value your time, you will not do anything with it.” M. Scott Peck We work with people who are in various stages of their journey towards financial independence, and we often see how heavily finance influences our mindset – regardless of how much we have. For our clients who are working through debt management strategies, the overwhelming need to generate enough income and manage it […]

“The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart.” – Helen Keller If we’ve learned anything in our years of working with clients, the markets, and our own personal lives, it’s that we cannot avoid emotions; they need to be managed. The first approach can be to try and focus on positive emotions (the perception of feeling good) and avoid negative emotions (the […]