March 26, 2022

The call.

The phone rang and I picked it up. It was my longtime client, James. “How are things going with business and in your world?”  I asked.  “I made more money than I ever thought I would have last year,” James replied. “And this year will be the same. Covid helped save our business. We are thriving. I am in escrow on another piece of real estate in Mammoth.”  “Wow, man, that is awesome,” I said. “Things sound like they are really going well.” “Yes, for sure on the business side, but…I may have to put Jesse into a home,” he said almost apologetically, his […]
March 18, 2022

I read something pretty incredible on the plane…

I was on a plane the other day and happened to read something that resonated with me… “Remember when you go into the world to keep your eyes and ears wide open and be kind. Love one another. Take care of each other. Tell the truth and always do your best. Listen to the big people and the little people. Explore new paths and have fun. Know that you are loved like crazy. Give thanks for all your blessings. Above all else, love and you will do wonderful things in this world.”  -Poet Rebecca Puig I got a lot out […]
March 13, 2022

Wow, how I’ve missed that!

You never know what you’ve got ‘til it’s gone, and you also never know how much you missed it until it’s back. Those were my thoughts as I attended a conference live and in person this week. (Yes, ‘actually in the same room with other human beings. Remember when we did that?!) WOW, HOW I’VE MISSED THAT! One of the speakers, a prominent economist, spoke about how today (due to what we’ve all just come out of), workers are much more productive. In those volatile two years, we’ve learned how to use tools like Zoom and Teams, among others. That […]
March 9, 2022

Perspective can be a welcome reminder.

I was with a long-time client of mine last night, just catching up over drinks. He recently changed jobs and has an impressive and prestigious position now. But, knowing him, that’s not unexpected, as he comes from an affluent New York real estate family and is someone I’ve always respected as smart and hard working. He’s also happily married to his college sweetheart (who was a D1 athlete) and they have three kids. ‘Plenty of money, happy family. On the outside, it all looks perfect. Sounds like another talented, young, successful guy, right? Simply charging through life with all the […]
March 5, 2022

Your February 2022 Market & Economic Recap

The Stock Market. As February waned, news of increasing conflict in Ukraine upended markets both home and abroad. For the month: The Dow Jones Industrial Average -3.53% Standard & Poor’s 500 Index -3.14% Nasdaq – 3.43% However, despite initial swoons upon the news of Russia’s invasion, stocks rebounded and have exhibited manic volatility throughout the end of February and the first days of March. Wall Street Falls into Correction Territory. The last three years have seen a windfall on Wall Street, with robust gains for investors. In fact, the S&P 500 saw returns of 31.49% in 2019, 18.4% in 20202, […]
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