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November 21, 2025

The Greatest Day of my Life

The greatest day of my life was the day my daughter was born. I actually created a person! But I was also intent on making sure she would not be like me. She was not going to have my struggles, my pain. Instead, when she was born, she was perfect. But as time has passed and she is older, the thing is, she is a lot like me. The difference is now I get to help mold her and help her be the best at whatever she tries and wants to be. At 12 years of age, she has her […]
November 14, 2025

Innovation

Innovation will never replace conversation. I was recently with a client of mine who has gone through a series of rough challenges: the loss of a loved one, business challenges, financial and other setbacks. ‘Things he never thought he would experience today and at this stage in his life. We started talking about where he came from, where he is today, and where he wants to be in the future. He was getting stuck on the last part – his legacy – as he was clouded by the here and now, limited by the feelings and emotions he was dealing […]
November 7, 2025

Be what you need.

Are frustrated with where you are today?  Personally, professionally, financially? Well, I say be what you need to solve the way you are feeling today. You hold the power to get past it, to change those feelings. For instance, I’ve started meditating daily. Every morning, before I look at the news or email or my text messages, I re-focus on what I need from myself for that day. In that morning calm, I visualize who I am and what I am meant to do and be. It’s a different approach. Often times, it’s difficult to just sit there and focus […]
November 3, 2025

October 2025 Market & Economic Recap

Stocks Historically known for some of the stock market’s biggest one-day drops, October instead delivered solid gains this year. The S&P 500, tech-heavy Nasdaq, and the Dow Jones Industrial Average all ended the month with positive gains. For the Dow, it was the sixth consecutive monthly advance, its longest winning streak since 2018. For October, the stock market’s three major indices performed as follows: S&P 500 2.3% The Dow 2.5% Nasdaq 4.7% Source: www.cnbc.com/2025/10/30/stock-market-today-live-updates.html   The Fed and Rates The Federal Reserve cut U.S. interest rates by a quarter point this week, lowering the benchmark rate to a range of […]
October 31, 2025

My Dog

My dog died on Sunday. She was only seven years old. To say the least, this has been a very challenging year. Very. In speaking with my coach about this and just how I’ve been feeling in general, he said something that really resonated: “Jeremy, sometimes you need a real extreme to wake up and make changes.” Meaning, did I cherish the time with my dog enough? Have I done all that I need to do to make this year the best possible? What behaviors have I continued to exhibit that keep the veil of success down, rather than showing me […]
October 24, 2025

Technology

Let’s talk about technology – and our use of it. It’s such a fine line. Recently, my wife and I have been having a lot of trouble with our son and his use of technology. Like most boys, he is active, loves sports, and being outdoors. But he LOVES video games too. Now, I feel we have done a decent job of regulating it. However, we recently found out that he was using some of these games and tools at school. He had been told on five different occasions not to do so – but continued. So much so, that […]
October 17, 2025

Fear or Happiness

Fear or Happiness. Which is more powerful? Which is more calming? Fear can drive us to movement. It can energize us to protect, to guard, but also close us off to what’s right in front of us. While happiness leads to calm (mostly), it leaves us with a clear head. But also, it can lead us to complacency. Today, we live in a world of very mixed feelings: fear of what the future holds, yet happiness perhaps in how the year has gone. This is true personally, professionally, and perhaps financially. Yet, what is that hangover feeling? What is that […]
October 10, 2025

Together

This week, I had the pleasure of spending time with my study group. It’s a group of individuals from around the country, in the same business as me but all with very different ways of doing things. We all get to the result we want – but by doing things our own way. However, you get to what you want faster and with greater success by doing things your own way AND always being willing to listen to different ideas and perspectives. Too often (especially now) people don’t want to talk, they don’t want to share. Embarrassed? Perhaps. Shy? Maybe. Unsure […]
October 3, 2025

Never change your swing

Pete Rose once said, “Never change your swing. Your swing is what got you to the big leagues. If a pitcher is getting to you, move up in the box. Or move back in the box. Adjust your feet and how you position yourself. Never change your swing. Simply make adjustments.” You, too, are a success for a reason. You’ve had success (or failure) for a reason, whether that applies to your professional, personal, family, or financial life. That does not mean you don’t have to pivot sometimes or make small necessary changes. Now, if you are truly unhappy with […]
October 1, 2025

September 2025 Market & Economic Recap

  Stock Market Wall Street brushed off fears of a government shutdown on Tuesday, the final trading day of the month, with the Dow rising to a record high. It was an unusually strong September for the stock market, with all three major indices posting solid gains: S&P 500: +3.5% Dow: +1.9% Nasdaq: +5.6% This marked a sharp reversal for the S&P 500, which has averaged a 4.2% decline over the past five Septembers. To close out Q3, the S&P 500 gained nearly 8% for the quarter, the Dow rose more than 5%, and the Nasdaq climbed more than 11% since June. Sources: […]
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