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September 18, 2026
” Dow tumbles more than 260 points after strong jobs report reignites rate hike fears.” -The media. Is anyone else tired of all the noise? I, for one, certainly am. Dow tumbles 260 points. Are you kidding me?! The need for the news to write about things that simply create fear and elevate emotion is remarkable. For clients, can you imagine how concerning some of these words can be? For advisors and others, it’s just simply frustrating. How about the media tries something new for a change…. actually reporting the news! Give us unbiased facts about what’s happening in the […]
September 11, 2026
“You can’t wait until life isn’t hard anymore before you decide to be happy.” I heard this quote fairly recently from a young woman who was terminal from a rare cancer. For some reason, it really hit me. So, why do we allow external events and difficult times to determine our happiness? Happiness should be – and is – a state of mind. We should always remember that, particularly during the most difficult of times. We cannot look to our spouses, our families, or even our dear friends to help us with that happiness. It must come from inside. If […]
September 4, 2026
Create your own narrative. Create your own story. In 1995, I was interviewing for what has become a very successful and fulfilling career. Up to that point, through my entire life, I never felt I was good enough. I always felt inferior and doubted that I could succeed. So much so that I remember going into tests, job interviews, and more thinking that I would likely not get it. Only to be surprised when I did. When I began the process in 1995 at my prior firm, I remember sitting in the final interview and hearing their thoughts about me. […]
August 28, 2026
“You cannot strengthen the weak by weakening the strong. You cannot help the wage earner by pulling down the wage payer. You cannot help the poor by destroying the rich. You cannot help men permanently by doing for them what they could and should do for themselves.” -Abraham Lincoln Potentially polarizing words from one of America’s greatest Presidents and champions of individual rights. So, let’s take each of these apart – in today’s context. 1. True strength comes from resolve. It comes from working hard, strengthening your weaknesses, and becoming the best version of yourself. 2. In this country, we […]
August 21, 2026
This is an attachment from an IBM training manual from 1979. The quote alone is remarkable: “A computer can never be held accountable; therefore, a computer must never make a management decision.” In a world where AI and technology seemingly lead the way in everything and are involved in way too many of our conversations, this eye-opening statement from over 40 years ago tells the entire story. Accountability is a human result. It’s a human expectation. Managing people, managing decisions- those things will never be able to be replaced by a computer, by AI, or by any automation. We have […]
August 14, 2026
Sometimes all that you need is right in front of you. But too often, it’s so easy to think how lucky other people are, or to believe that if only I did this or if only I did that, things would be better. Mostly, all that you really need is right in front of you. Recently, I’ve been going through this process of trying to understand and enhance my business. Trying to really dig in and see where I can create improvement, whether that improvement is internal, external, or a combination of all of the above. Obviously, we have all […]
August 7, 2026
I’ve had a tremendous amount of anxiety lately. Watching my kids get older, seeing family get older, just watching the passage of time and feeling like I haven’t been a part of it, but more over, have been sitting on the sidelines watching it all happen. Not being an active participant in my own movie. How the heck do I have a 13-year-old daughter and an 11-year-old son? Wasn’t I just 25 yesterday?! I often ask myself, am I where I want to be in life? Am I where I should be? Are the choices that I’ve made the right […]
July 31, 2026
Firms that focus on culture, common values, and vision, win as a team. Families that are clear on their values; financial, faith, spiritual, marital and more, win as a family. Disconnection in any of these leads to failure, whether that means not meeting your goals, personally, professionally and financially. Or failure can show up in just how you feel day to day. But by focusing on this “common belief system,” it allows for greater clarity, calm, and success. Look, things will not always go perfectly. That’s life. But you can choose how you want to start the day and how […]
July 24, 2026
Appreciation and respect. Two words that are often overlooked, sometimes overused, and yet somehow not delivered enough. I had a friend of mine who was very close for a number of years. We’ve done a number of things together: traveled, played golf, etc. While I very much appreciated and respected the things he had done, what I grew to realize is that those feelings were not mutual. It was a very hard realization to make, but one that was critical in my development and ultimately in me ending that relationship. All relationships deserve appreciation and respect. All of them. Whether […]
July 17, 2026
“Who would have ever thought a car ride would have turned into this incredible business opportunity?” he asked me. Conversations, when pointed, honest, and real, can lead to some incredible things. But too often, we are all focused on what people want to hear as opposed to things that people should hear, or the way things can be done and should be done versus the way they are being done. It’s okay in business and in life and with our friends and family to talk about various topics and have differing opinions. Those things can yield incredible results if allowed […]