Did you know that you can control the factors that lead to financial success? In this podcast, CEO Spencer Sherman explains how Abacus Wealth educates clients on how they can do the right thing with their finances every day for the rest of their lives. He explains how our firm helps each of our new clients turn their lives around in just one day, f…

In this podcast, Abacus CEO Spencer Sherman talks to Krishna Pendyala, author of Beyond the PIG and the APE: Realizing SUCCESS and true HAPPINESS, about how we can create our own yardsticks for measuring success in life. Spencer and Krishna also discuss how making conscious choices about the role money plays in our lives can lead to more happiness,…

Abacus CEO Spencer Sherman discusses the various facets of our true net worth, including creativity, sense of humor, cultural and spiritual wealth, friends and family, and our health, and explains how a broader understanding of wealth can help us live richer, more peaceful and happier lives.Abacus Wealth Partners is an SEC Registered Investment Adv…

Our net worth is not just the money we have in the bank. Abacus CEO Spencer Sherman discusses the lessons we can learn from It's a Wonderful Life and explains how developing a clearer idea of our true net worth can give us a better sense of what's really possible for us.Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our c…

The traditional definition of net worth, which focuses solely on financial wealth, is outdated. In this podcast, Abacus CEO Spencer Sherman explains why we should embrace a more nuanced understanding of net worth. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment…