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September 25, 2026
How much is enough? How much time is enough? How much money is enough? What is it that we are all working so hard for? Look, money comes and goes. But relationships – and time with our families – are finite. Value what is truly important. Focus on that, and you’ll have everything that you want in life. So often, I feel guilty not spending enough time with my kids or my family, not making quality time a priority. I’m always focusing on earning that extra dollar or having that additional piece of success. When, in fact, the definition of […]
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 […]
August 2, 2026
Stock Market Wall Street experienced a mixed July as investors navigated corporate earnings, inflation data, and ongoing uncertainty surrounding interest rates. Markets finished the month on a stronger note after solid earnings from several major technology companies helped improve investor confidence. For the month, the market’s three major indices performed as follows: Dow: +0.3% S&P 500: −0.4% Nasdaq Composite: −3.7% Sources: https://www.reuters.com/business/nasdaq-100-leads-us-futures-higher-amazon-surge-offsets-apple-decline-2026-07-31 https://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-nasdaq-tech-amazon-apple-earnings-chip-stocks-kospi/card/dow-is-eking-out-a-fourth-straight-monthly-gain-E2uwDNdducCvvsQ1XBfV? Inflation June brought encouraging news on inflation, as the Consumer Price Index (CPI) fell 0.4% on a seasonally adjusted basis—the largest monthly decline since April 2020. On an annual basis, inflation slowed to 3.5%, down from 4.2% […]
August 2026 Market & Economic Recap