August 30, 2024

Entitled

Entitled. The dictionary defines it as “Believing oneself to be inherently deserving of privileges or special treatment.” I’m sitting in the airport yesterday on my way back to Arizona. I look around and see sandwich wrappers left on tables and napkins crunched up. All within just a few steps of a trash can. I can hear that inner voice in the head of the perpetrator,” No, no, no, someone ELSE will take care of this. After all, I’m superior!” Where did this come from, and how did this happen? When did we become a society of “Someone else will do that for me?” […]
August 23, 2024

Lazy

Does anyone really believe that when Steve Jobs created the iPhone, he intended for them to be used the way they are being used today? Did Jobs want 10-year-old kids (and younger) having such easy access to the internet and everything on it? Don’t get me wrong, I’m a tech guy. I understand it and use it more than most. But our kids should simply not have this kind of access. Should our kids be able to see the horrors of war, assassination attempts, and other deeply concerning things online when their brains are not yet fully developed? Of course […]
August 16, 2024

Own the Mistake.

Your clients become your best friends. “I need to take five minutes to talk business with you,” Tom said. “I’ve got this large amount of money coming in, as you know, in the next six months. We have talked about alternatives for this money, but I haven’t seen anything from you on it,” he continued. I listened intently. “Our relationship is a 9.5 out of 10. You are amazing. You introduced me to the flight service. The car leasing company. You have always delivered when I needed you on wires and done any analysis I have needed. But you know, JD, […]
August 9, 2024

Tremendous Guilt.

I have tremendous guilt. A dear friend and client passed away three weeks ago. He was young, smart. Too young, died of a heart attack. As a good friend, I grieve the loss. But as his financial advisor, I feel the guilt of not doing enough. Maybe I didn’t push him enough to secure his family’s future and buy life insurance. His death has had a profound effect on me. It’s not just the feeling of mortality, but that I could have and should have done more, pushed more. But I didn’t. And I have never been known not to […]
August 2, 2024

The Real Gift

What is it about aging that’s so scary? The idea that maturing is something we should fear? I know this concept is extremely frightening to me. I have so many reservations: Did I do enough? How have I spent my time? Did I reach my potential, or at least come close? And did I spend my life focusing on what’s most important? Most of the friends don’t live in the same city or even state as me. Even when I lived in California, my friends have always been in other places, spread out. This is due to my business background […]
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