by Gayle | Aug 14, 2018 | Blog
Each month a topic for Somatic Finance arises from current reality. The current state of affairs and my mind present relevant authentic topics and articles to share. Truth be revealed, there is a part of me who would like a clean, structured, annual writing chart that...
by Gayle | Jul 27, 2018 | Blog
In the financial profession, rebalancing portfolios is a common practice for managing investments. Portfolio rebalancing is a discipline to align an investment policy with its guiding values (e.g. risk tolerance, asset classes, timelines), in order to meet objectives....
by Gayle | Jun 15, 2018 | Blog
It occurred to me that the prevalence of online banking and electronic money flow could be a result of the prolonged arduous banking experience people want to avoid. Institutions recognize this distasteful experience as they desperately try to change history and...
by Gayle | May 11, 2018 | Blog
Last week I attended the Financial Planning Association annual retreat. It is an intimate conference of 400-ish thought leaders who have been gathering at this advanced program for more than 30 years. When I reflected on the topic to share in this written conversation...
by Gayle | Apr 16, 2018 | Blog
Friends, I am on the other side of an experience and I want to share what I learned. Undoubtedly you have had one of these experiences yourself, but perhaps you haven’t had time to delve into the intricacies and refreshing learnings, after the task is finally checked...
by Gayle | Mar 7, 2018 | Blog
George and Ira Gershwin’s 1937 jazz song introduced by Fred Astaire in the film Shall We Dance welcomes us into this month’s exploration. While I am not intimately familiar with the movie, in this context, what can’t they take away from me? My dignity. Your dignity....
