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December 5, 2025

Calm

Many years ago, Prince Charles, while traveling in Australia, was shot at by a man in the crowd. On January 26, 1994, he was attending Australia Day celebrations in Sydney when a man suddenly raised a starter pistol and fired two blank shots directly in the Prince’s direction. The assailant was a 24-year-old university student protesting the treatment of asylum seekers in Australia. Though the gun only fired blanks, no one in the crowd – or in Charles’ security detail – initially knew that. For those few seconds, it appeared to be an assassination attempt. But what stood out in that frozen moment was Prince […]
December 2, 2025

November 2025 Market & Economic Recap

Stock Market Equities finished November mixed, with major indices showing only modest movement amid a volatile month. For the month, the market’s three major indices performed as follows: S&P 500: +0.1% The Dow: +0.32% Nasdaq: –1.5% The month began with a notable pullback—particularly in the Nasdaq—but a strong late-month rebound helped recover a large portion of those early losses. Despite the rally, the Nasdaq still declined nearly 2% for the month, ending its seven-month winning streak. Concerns over elevated tech valuations weighed on risk appetite, contributing to the underperformance. In contrast, both the S&P 500 and the Dow posted slight gains, extending their own winning […]
November 28, 2025

Growing up, I don’t remember…

Growing up, I don’t remember being heard much or even feeling loved. Now, make no bones about it, today, as an adult, I know I was. My family just struggled to share that. However, the lack of feeling loved and wanted is still within me, all these years later. Not having those feelings or memories has affected me as a man. The pros are that I am able to focus under pressure for long periods of time – courage under fire. The cons are that I struggle to find happiness in most things. More money. Eh.  More free time. Eh.  […]
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 […]
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