Subscribe Now

Name(Required)

June 27, 2025

Checking-In.

“We don’t see you enough,” my client and good friend said to me. “But have I fallen flat with any of my promises?” I asked. “No, not at all. And we know you’re busy. We just appreciate all the advice over the years and love having you check in,” they said. That’s it, isn’t it? It’s not a negative thing when people want you to reach out more when they want YOU. They just want to feel like you haven’t forgotten them. This is especially true as our clients and friends get older. They have less going on but more to worry […]
June 20, 2025

The Good Stuff

Years ago, my good friend Doug had a golf tournament for our office called the DVI. It was great. It was in La Quinta and all the guys came together for several days, playing golf, smoking cigars, and having great dinners. Just hanging out with one another and being together. Like many things in life, over time it came and went, and that incredible event ended some years ago. But for me, the memories remain, as I am sure they do for others. At the time, many of us were young and barely able to afford the golf, let alone the beautiful […]
June 13, 2025

Scott

Scott was incredible. Hard working. An accomplished pilot. A thrill seeker! He was also successful in the music business and a builder of businesses. Scott was fearless and a great leader. When I first met Scott, I knew this kid was going places. He was young and hungry and wanted to start saving as much as he could so that he could have the life he wanted. He wanted to buy the plane(s) that he would fly! And buy the hangar, too! Not just things but to put himself in a place to retire by 50, he would say often. When investing or saving, […]
June 6, 2025

Re-Programming

A dear friend and coach, Chuck, has often spoken about the need to “re-program” your brain to get ahead. Re-programming is a necessity to get past self-limiting behavior, the stuff that holds you back. I never fully understood what he was talking about until recently. You see, I’ve started thinking more about where I am now and where I came from. Growing up in this business, really from age 15, working in a boiler room, and then starting full-time at 17, builds habits that in many ways are great. But, in some ways, it builds habits that are also very limiting. […]
May 30, 2025

The Thing about Emotions.

“The last 15 years have been the best 15 years of my life,” he said via text. “Sell everything and enjoy!” That was the message my client and good friend’s brother-in-law sent to his wife just prior to taking his life two weeks ago. So, why do I share this? We all must learn to talk. We all must learn to express. We all must learn to reach out and ask for help at times. This man chose to leave behind his wife and five children, nieces, nephews, and countless others. Clearly, he was experiencing pain that no one can […]
May 23, 2025

Without a Map

How do you know how to get somewhere without a map? I played golf with a good friend this week.  He and his son are best friends.  He makes all his golf tournaments, picks him up from school most days and they hang out. I would not say that I am either of my kid’s best friend (or even favorite parent!). I struggle with the simplest of things with them.  Hanging out.  Playing with them enough.  Just understanding what kids need. I did not have a road map for that. My father did not show me how to do that.  […]
May 16, 2025

Simple Manners

“Thanks for flying American. Just a reminder that American Airlines has a quiet cabin policy. This means that when using your phone or any device, you must use earbuds when listening. This allows other passengers to enjoy their flight. Thank you for your cooperation,” the flight attendant announced over the plane’s loudspeaker. DO PEOPLE REALLY NEED TO BE REMINDED OF THIS?! How often do you see people using their speaker phone when they are having a conversation, for all around to hear versus simply picking up and using the handset? When did so many lose their understanding of proper manners? Of […]
May 9, 2025

True Friendship

True friendship is something that can never be replaced and should always be valued. A few months ago, one of my longest and closest friends and I were at odds. Nothing happened, but everything happened. We are all getting older and after 30 years of friendship, things changed, as they inevitably do. Both of us were feeling different ways about the relationship and how it should look going forward. So, I decided that it was probably time to simply move on and “end” the relationship. Well, my dear friend felt different. We had a few discussions, driven by his desire to keep […]
May 2, 2025

My son got hit in the face with a baseball the other day.

Last week at his Little League game, my son got hit in the face with a baseball. He was having a fantastic tournament. Game one: 2 for 2 with a double and a triple. The team lost the game, but as a pitcher, he struck out six players and threw three innings of no-hit baseball. Played flawless defense. Game two: leads off the game with a double. Playing great defense and the team is in the game. But his next at-bat, BAM! right in the face just below the helmet protection. Lying on the ground, the coaches tended to him. Made sure he did […]
April 25, 2025

30 Years and Still Learning

30 years and still learning every day. There’s something new every single day! April first not only marked my birthday but also 30 years doing what I do. It’s hard to believe. After all, wasn’t I just 22? Weren’t my kids just born? But no, it’s been 30 full years in this wonderful career. There have been so many great memories. So many challenges. So many things I have learned and so many things still yet to learn. Good times come and go. The experiences we have with one another last a lifetime. Learning to embrace and cherish those has been […]
Advisor Log In