Your Resource Center for Authentic Wealth
Here, you’ll find insights, articles, and resources to support your journey.
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Hosted by: Abbey Henderson

September 8, 2025
August 2025 Market Update: Small-Cap Surge, Global Gains, and Sector Shifts
U.S. stocks extended their winning streak in August with small-caps leading the way, while international markets outperformed. Explore key highlights including sector rotations, strong corporate earnings, stubborn inflation, and shifting consumer confidence.
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August 19, 2025
Life Just Shifted: How to Navigate Big Changes Without Losing Sight of What Matters
Estate planning isn’t just about documents—it’s about love, meaning, and legacy. Learn how the PERMA model can help you create a plan that truly flourishes.
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August 13, 2025
Estate Planning That Helps You Flourish: A Positive Psychology Approach
Estate planning isn’t just about documents—it’s about love, meaning, and legacy. Learn how the PERMA model can help you create a plan that truly flourishes.
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August 5, 2025
July Market Recap: U.S. Stocks Rise for Third Straight Month Amid Strong Earnings
Markets climbed for the third month in a row, led by strong earnings and easing trade tensions. But inflation and economic warning signs are back on the radar. Let me know if you'd like an alternative version focused on a specific audience like investors, clients, or advisors.
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August 1, 2025
How to Know When Enough Is Enough: Escaping the Trap of “More is More”
Discover how to break free from the relentless pursuit of more. Learn to define your version of “enough” and build a life—and financial plan—rooted in clarity, intention, and lasting fulfillment.
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July 28, 2025
The Crossroads of Wealth: How Life’s Big Moments Redefine Your Financial Story
Life has a way of throwing us financial curveballs—unexpected windfalls, career shifts, or even the quiet transition of an empty nest. These moments can bring our finances into sharp, sometimes uncomfortable focus. But they can also uncover outdated habits and long-held assumptions—offering a rare chance to rewrite our financial story with intention.
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July 22, 2025
The Retirement Anti-Bucket List: Why Knowing What You Don’t Want is Just as Important as Knowing What You Do
Retirement isn’t just about what you want to do—it’s also about what you’re ready to leave behind. At Abaris, we invite you to explore the Retirement Anti-Bucket List—a powerful exercise that helps you identify the people, obligations, and expectations you no longer want in your next chapter. By saying no to what drains you, you create space for what truly matters: joy, peace, and purpose. Discover how this practice can unlock a more intentional, empowered retirement—and help you build a life that reflects Authentic Wealth in every way.
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July 9, 2025
Planning, Priorities, and Trade-Offs: Navigating the Latest Tax Overhaul
The 2025 tax law introduces changes to deductions, estate tax exemptions, and retirement benefits—while cutting back on clean energy credits. Discover how these updates affect your tax planning and values-based financial strategy.
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July 8, 2025
June Market Update: The Rally Continues
Markets soared for a second month as inflation eased and trade tensions cooled. The S&P 500 broke 6,000, tech led the rally again, and global markets joined in. Despite mixed economic signals, strong earnings and slowing prices kept the rally alive. Will rate cuts come next?
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June 25, 2025
Meditation for Financial Clarity
Do you make better financial decisions when you are relaxed, non-reactive and thinking clearly? If the answer is yes, you may want to try meditation.
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June 23, 2025
Navigating Today’s Housing Market: What Young Buyers Need to Know
Buying your first home? Understand market realities, get insights on interest rates, hidden costs, and smart financial planning.
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June 18, 2025
Helping the Next Generation Buy Their First Home: A Guide for Parents
Guide your children through their first home purchase. Learn strategic financial support options, tax considerations, and how to strengthen your family’s multi-generational wealth.
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