Wealth meets
Well-Being

After decades in finance, it became apparent that wealth and well-being must be intentionally aligned. Without well-being, you may become wealthy, but it’s impossible to enjoy success.

About Aegle

Strategy

Maslow’s Hierarchy of Needs creates a perfect reference point to frame our requirements and our opportunities. Solutions become intuitive when we ask and prioritize the right questions. Ensuring that clients ask the right questions, solve the right problems and seize the right opportunities create a reward in this work which is beyond measure.

Our Strategy

From the Blog

Keeping a Balanced Approach

Source: Morningstar; Russel, MSCI, Dow Jones, Bloomberg, ICE BoA ML benchmarks shown; past performances is not indicative of future results. Q1 2024 by the numbers An update on US inflation and the Fed For at least the last year we have spoken about the three P’s of Federal Reserve interest rate policy: pace, pause, and […]

Embrace the Power of “That’s Interesting”

Over the years, I’ve noticed a good friend and client use a phrase that has always impressed me, and I want to share it with you. That’s interesting. I’ve heard her say it with various expressions and voice inflections. The phrase might mean something different each time, depending on the situation and to whom she […]

Mirror laying in the grass reflecting the sky

Wealth, Well-being and Cognitive Bias

At one point in my financial career, I was told by a group of men who I believed to be veteran leaders that they had assembled and decided to demote me for doing too much and to enhance my value and credibility. This experience launched my interest in the topic of cognitive bias, especially within […]

Newest Pod Episode:

Episode 11: Psychological Safety

Welcome to another episode of the Intentional Power podcast. In this episode, Tangela and Stefanie bringing a friend on the show, Emily Elrod.Emily is a podcast host of Unapologetically Bold and the owner of Workzbe. She also is a nerd out about how the body works and together with Tangela and Stefanie, nerd out on […]