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April 10, 2026
You are exactly where you’re supposed to be right now. We are exactly where we are supposed to be right now. Remembering those things is something often very difficult – but very, very important. That’s especially true in times of great difficulty, when the news reflects things negatively almost every day, and when uncertainty starts to rear its ugly head. Always try to remember that you are exactly where you are supposed to be at this moment. Whether it’s where you want to be or not, it’s where you are supposed to be. Unhappy in the scenario you’re in? Work […]
April 3, 2026
Never judge (or be judged) by the actions of our weakest moment. People make mistakes. We are all human. I wholeheartedly believe that most people are good – and want to do good. But, sometimes, stress or situations out of their control bring out the worst in us. Like the term “Sonder” coined by John Koenig describes: “The realization that each random passerby is living a life as vivid and complex as your own – populated with their own ambitions, friends, routines, worries, and inherited craziness…” For that reason, try not to judge. Instead, ask questions and find out why […]
April 1, 2026
Stock Market March 2026 proved to be a challenging and volatile month for U.S. equity markets, marking the weakest monthly performance since 2022. Investor sentiment deteriorated sharply as geopolitical tensions escalated in the Middle East, particularly involving Iran, which drove oil prices above $100 per barrel and reignited inflation concerns. Against this backdrop, the market’s three major indexes performed as follows: S&P 500 -5.1% The Dow -5.4% Nasdaq -4.8% In March, the Dow Jones Industrial Average snapped a 10-month winning streak, and it was the S&P 500’s worst month since 2022. Losses were broad-based, pushing markets well below recent highs […]
March 27, 2026
Is anyone else ready for the noise to stop? ‘For the calm to return? I know I am. There’s so much noise surrounding us – and it’s so unclear what is worth listening to and what is not. It’s times like these that make it so difficult to turn down the volume. So here are a few things to consider: If it doesn’t make sense, it probably is not worth spending time on. If there is a radical change in your thoughts or shift in opinion, ask yourself if it’s real and valid or just an overreaction. Remember that things […]
March 20, 2026
“J.D., it’s not you – but we have decided to go a different direction,” he said. “Jeremy, I just got off the phone with a client and friend of mine,” one of our One Wealth advisors told me. “They said they are going a different direction and not using us. What do you make of that?” Then, another. Man-o-man – this has been a week! We’ve had clients and prospects choosing to go a different direction – things I have NOT experienced much in my 30+ years (or least that I remember). Then, this morning I wake up to […]
March 13, 2026
Lately, I have been having a really difficult time defining success. My own success. The success of others. What is the definition of success? For instance, Frank Sinatra made 1,200 songs with 209 hits – a 17% success rate. Babe Ruth had 8,399 at-bats and hit 714 home runs. But that’s only an 8.5% success rate. Pablo Picasso created 150,000 pieces of art in his lifetime with 1,170 hits – 0.7% success rate. Yet many consider these three the best to ever do it! In baseball, if you succeed just 30% of the time in your career, you go to […]
March 6, 2026
Solo parenting isn’t easy. Even if it was just for one week! This week, while my wife was out of town, I was charged with managing the kids, work, and all the things that go with that. Three meals a day. ✅ Bathed and teeth brushed. ✅ Homework done. ✅ Pets fed. ✅ In bed on time. ✅ And, of course, I still need to make sure business is running smoothly, that clients are happy and I’m engaged there as well. Work outs essential also. Those are a must. So, what did I learn from my week as a solo […]
March 2, 2026
Stock Market U.S. stocks declined in February as technology and AI shares continued to lose momentum. On Friday, February 27th – the last trading day of the month – the Dow fell 521 points (1.1%), the S&P 500 dropped 0.4%, and the Nasdaq slid 0.9%, marking one of the market’s few losing months in the past 10. For the month, the market’s three main indices performed as follows: S&P500 -0.9% The DOW +0.2% Nasdaq -3.4% It was the Nasdaq’s worth monthly performance since March 2025 and its third negative month in the past four. The Nasdaq Composite remains below its […]
February 27, 2026
I always park backing my vehicle in – with the tail of my vehicle in and the front facing out. This is symbolic of how I try to live my life: always moving forward, I never want to go backwards. In life, symbols (and how we use them to consciously direct our lives) are as important as the actions we take. It’s about how we set up our day, week, month, and year. For instance, in our business, we have a very strong business plan. That does NOT mean everyday things will always go according to plan. Some days, we […]
February 20, 2026
“Your abilities might give you potential, but your choices demonstrate your character, courage, or kindness.” That quote exhibits the concept of action over ability. This is something that I try to teach my kids, team members, and those I mentor. You can have all the natural gifts in the world. BUT if you don’t put in the work, those gifts will go to waste. I never had any “real” talent. At least I never felt that I did. I struggled in school. ‘Always had to prove myself in sport. ‘Never the first kid picked or the last. I was just kind of…there. When […]