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July 18, 2025
If you’re surrounded by the right people, you can’t help but feel supported, inspired, and motivated to be your best self. I was reminded of this again last night at dinner. My coach said something to me that has really helped me focus on the right stuff, “Do you ever feel like your head is getting in the way?” I know I do. Too often, I find myself focusing on the negative, really struggling to get back on track. So, I started using this little trick to get my thoughts back to the “sunny side of the street.” Whatever negative […]
July 11, 2025
Needs versus wants. Sometimes the line between the two can get blurry. For instance, I used to drink 10 or 12 shots of espresso a day. Every day! For those who know me, that probably makes no sense given how wired I am naturally. Funny story: Years ago, my assistant thought she would be slick by swapping out my espresso for decaf. It was a complete failure – I always knew it wasn’t the real thing (she still says I didn’t, but I did!). So, recently, I decided to stop all caffeine. I had some espresso on a Sunday morning […]
July 4, 2025
“This is what it’s all about,” he said. “This is why I pay you your fees.” I listened. “J.D., it’s not the performance – which has been great – or the wonderful dinners,” he continued. “It’s the ability to speak with you about anything and have you listen and advise. You have become my confidante.” This is what great advisors do. We advise. We listen. We guide. It is NOT about short-term returns, although those are important. It’s about giving long-term counsel, keeping them on track to hit their goals, while always adjusting to life. Those are the real results people want! This […]
July 1, 2025
Stock Market June saw the second straight month of significant gains on Wall Street, finishing up a strong second quarter. For the month, the stock market’s three major indices performed as follows: S&P 500 5% The Dow 4.3% Nasdaq 6.6% Recent market sentiment has improved, driven by a more stable geopolitical environment following a cease-fire between Israel and Iran, renewed hopes for U.S. trade deals that could reduce tariffs, and growing optimism that the Federal Reserve may lower interest rates in the near future. For Q2 2025, the S&P 500 added more than 10%, the Nasdaq rose nearly 18%, and […]