February 23, 2024

Is it too late for you?

Is it too late for you? Do you feel like you’re too far behind? Does the mountain you need to climb to reach your goals look too high to climb? Or, maybe there still is time, and you’re just one decision away. Consider these iconic business innovators and the age at which they started: Henry Ford, Ford Motor Company: 40. Christian Dior, Dior: 41 Sam Walton, Walmart: 44 Bob Parsons, GoDaddy: 47 Bernie Marcus, Home Depot: 49 Ray Kroc, McDonald’s: 52 Chaleo Yoovidhya, Red Bull: 53 Harland Sanders, KFC: 62 Bill Porter, e-Trade: 63 The year started fast, and now, […]
February 16, 2024


Geese fly in tight v-formations. I read that the geese in the rear of the formation, cruising in the backdraft, only have to work 70-80 percent as hard as the leaders. The whole flock can travel much farther and achieve more by staying together and in formation, true teamwork. Racecar drivers, cyclists, and even runners know this well and use it to their advantage. Leaders always work the hardest – and risk the most. What we all choose to be in life, business, friendship, or even in our relationships is OUR choice. Do we lead from the front, work harder, […]
February 9, 2024

Compassion is the answer

“Thanks for the talk, JD,” Gary, a longtime client, said. “We are so appreciative for everything you do for our family.” “I echo Gary. It’s reassuring to know we are in good hands,” Joy, Gary’s wife, added. And another one… “Hello, friends,” said Carol, a mutual friend. “Jeremy meet Tanya, and Tanya meet Jeremy. As discussed, Jeremy is the financial advisor that has changed my life and who has connected me with the best of the best. ‘Would love for you guys to connect too.” This is what it should be about – positively impacting the lives of those around us, always. ‘Recognizing the effort […]
February 2, 2024

Consider the following.

Did you know that the average person is bombarded with up to 10,000 advertisements and media messages EVERY SINGLE DAY? I read recently that we’re exposed to more messaging and information in just one day than the average person 100 years ago was in their entire life. And as we’re inundated with more and more information, actual truth becomes fuzzier, and wisdom becomes downright rare. Many of us probably fall victim to becoming overwhelmed with it all from time to time. Consider the following: “…Dow falls for the third day as Treasury yields continue climbing.” “…Solid retail sales give economy […]
February 2, 2024

January 2024 Market & Economic Recap

Stock Market January’s solid gains were upended on the final day of the month with Fed Chairman Jerome Powell’s comments that a March rate cut was “probably not the most likely case.” On that news, U.S. stocks logged their biggest daily drop of 2024. The S&P 500 fell 1.6% for the day, and the Nasdaq Composite saw its largest single-day decline since December 2022. But tempered hopes for a March rate cut didn’t spoil the entire month’s gains after the markets entered all-time high territory multiple times in January, still ending positive. For the month of January, the stock market’s […]
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