Is anyone else ready for the noise to stop? ‘For the calm to return? I know I am. There’s so much noise surrounding us – and it’s so unclear what is worth listening to and what is not. It’s times like these that make it so difficult to turn down the volume. So here are a few things to consider: If it doesn’t make sense, it probably is not worth spending time on. If there is a radical change in your thoughts or shift in opinion, ask yourself if it’s real and valid or just an overreaction. Remember that things […]

“J.D., it’s not you – but we have decided to go a different direction,” he said. “Jeremy, I just got off the phone with a client and friend of mine,” one of our One Wealth advisors told me. “They said they are going a different direction and not using us. What do you make of that?”   Then, another. Man-o-man – this has been a week! We’ve had clients and prospects choosing to go a different direction – things I have NOT experienced much in my 30+ years (or least that I remember). Then, this morning I wake up to […]

Lately, I have been having a really difficult time defining success. My own success. The success of others. What is the definition of success? For instance, Frank Sinatra made 1,200 songs with 209 hits – a 17% success rate. Babe Ruth had 8,399 at-bats and hit 714 home runs. But that’s only an 8.5% success rate. Pablo Picasso created 150,000 pieces of art in his lifetime with 1,170 hits – 0.7% success rate. Yet many consider these three the best to ever do it! In baseball, if you succeed just 30% of the time in your career, you go to […]

Solo parenting isn’t easy. Even if it was just for one week! This week, while my wife was out of town, I was charged with managing the kids, work, and all the things that go with that. Three meals a day. ✅ Bathed and teeth brushed. ✅ Homework done. ✅ Pets fed.  ✅ In bed on time.  ✅ And, of course, I still need to make sure business is running smoothly, that clients are happy and I’m engaged there as well. Work outs essential also. Those are a must. So, what did I learn from my week as a solo […]

Stock Market U.S. stocks declined in February as technology and AI shares continued to lose momentum. On Friday, February 27th – the last trading day of the month – the Dow fell 521 points (1.1%), the S&P 500 dropped 0.4%, and the Nasdaq slid 0.9%, marking one of the market’s few losing months in the past 10. For the month, the market’s three main indices performed as follows: S&P500 -0.9% The DOW +0.2% Nasdaq -3.4% It was the Nasdaq’s worth monthly performance since March 2025 and its third negative month in the past four. The Nasdaq Composite remains below its […]