March 29, 2024

Fear vs. Anxiety

I read something interesting in the Wall Street Journal a while ago: “The theologian Paul Tillich wrote about the difference between fear and anxiety. Fear is of something, you can name it and face it, and in the facing of it lift your own morale, show yourself what’s in you. Anxiety is amorphous; it doesn’t quite have an object, it’s a state. And so, it’s harder to shake and no empowering necessarily comes from it. A lot of people this year will have to break down a generalized anxiety into specific fears and deal with them courageously.” That clarity got […]
March 22, 2024

The High Road.

“We like you and we trust you,” Roger said to me. “It’s just so hard for us to let our advisor go,” Sally added. “He’s a friend. He knows us. But he has not taken good care of us, and he knows the way we feel.” “What would you do, Jeremy?” they asked. I thought about it for a moment. I empathized with them. They were in a truly difficult position – one we all find ourselves in at some time: a conflict between social convention and avoiding those uncomfortable conversations versus doing what is clearly best for us. And yet, the answer was […]
March 15, 2024

I’ve never lost a game…

Michael Jordan once said, “I’ve never lost a game, I just ran out of time.” I couldn’t agree more. Read that quote again if you need to. Take it in. You never lose – you just run out of time or in many cases, we give up. Choosing to stop reaching, striving, and fighting is the only way we can lose. At the end of last year and through the first four weeks of this year, it felt like I couldn’t get a deal done. Not one. It wasn’t necessarily that people were saying no; I think I was just telling […]
March 8, 2024


One of my mentors once told me, “Manage your weaknesses but develop your strengths.” Many of us struggle with this equation, especially early on in our professional careers. We feel we need to work tirelessly on our weaknesses, ensuring our skillset is at least adequate across the board. Instead, the ticket to success is developing your strengths. If you’re 5’10”, the fact is you will never be 6’5. Manage and accept that. Sure, I encourage you to be who you’re meant to be, and I’ll never discourage someone from following their passion or goal, no matter where they’re starting. But be […]
March 2, 2024

February 2024 Market & Economic Recap

  Stock Market The stock market capped off its fourth straight month of gains in February. For the month, the market’s three major indices performed as follows: The Dow 2.22% S&P 500 5.17% Nasdaq 6.12% The S&P 500 and the Nasdaq showed their best returns for any February since 2015. Looking at the first two months of the year as a whole, the S&P 500 and the Dow have registered their best start since 2019 (+6.8% and + 3.5%, respectively), with the tech-heavy Nasdaq surging 7.2% over the first two months of 2024. February’s rally was relatively broad, spilling out […]
March 1, 2024


The banker called him into his office on a Wednesday and informed the man that his business was no longer welcome at the bank. The banker said that the man “simply did not have enough equity.” Even though the business had more than doubled every year in each of the last five, the bank simply did not want to lend any more money (never mind that the lines of credit had been paid on time and kept at zero until needed). Feeling defeated, the man went down the street to visit another bank. Upon arrival and further discussion with the bank’s […]
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