Author: Tracy Theemes

The Lessons Keep Coming

| Personal Financial Stories

September brings its own unique blend of summery days and dark, rainy nights, demanding adaptability and a spirit of flexibility. The weather shifts call for nimble responses—moving the barbecue indoors, switching from a fleece to a sleeveless shirt. This month truly tests and strengthens our ability to practice both flexibility and equanimity. After taking August ...

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Staying Grounded in a Shifting Market

| Financial Planning, Market Insights

If you’ve glanced at the headlines lately, you’ve probably seen words like “slump,” “slowdown,” or “uncertainty.” It can feel unsettling. But step back for a moment: every economy goes through cycles. Just as the seasons change, markets shift, offering both challenges and opportunities. When we look at the bigger picture, there are many reasons to ...

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Where’s My Power?

| Financial Planning, Tools, Talks & Resources

Where’s My Power? The theme of our Sophia Wealth Academy 2025 was money and power. Together they can be used as a force for change and a better world. And yet, many of us shy away from this dynamic duo. Power can have negative associations, especially for women. Throughout history, it has been used against ...

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