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February 28, 2025
“Pain doesn’t come from comfort.” “Comfort is the enemy of progress.” “If it doesn’t hurt, you’re not growing.” A wise man once said these, and I could not agree more. Whether in the gym, in business, or with your family or friends, when challenges show up, so does growth. IF you are willing to take it head-on, learn from those lessons, and keep moving forward. Harness that feeling. Embrace it. Breathe – get comfortable being uncomfortable. Know that when you come out on the other side, the growth that you have just experienced will bring on the results you have […]
February 21, 2025
Life gets easier when you start paying attention to what is happening, instead of what you want to happen. We all have wants. I want to be 6’5 and playing professional baseball. But instead, I am who I am. And you know what? I’m good with that. Too often I hear from people all the things that they “should” have. Or how this person or that person has this or that. You are, good or bad, exactly where you are supposed to be. Be ok with that. Focus on enhancing that and being just that. Look, life can be hard. I […]
February 14, 2025
When I’m with my kids, I’m always telling them how incredible they are. How smart they are. How good they are at sports. I do whatever I can to help bring their confidence up. I want them to always feel their best and be their best. I remember as a kid not feeling as confident. I was shy, never too sure of myself. Looking back, I understand why, I remember writing a letter about one of my grandparents that had passed away and how proud I was of it. My father read it and told me not to be so impressed with myself. […]
February 7, 2025
What a week it was. We had my son’s 10-year-old birthday party. I had an emergency root canal. We had the 47th presidential inauguration. And about a year’s worth of action and headlines since then. Yet the world keeps spinning. Just amazing that we keep on going. Nothing stops. Life doesn’t slow down for any of us. I share all of this because I think it’s important to remember where each of us were, where we’re going, and where we want to be. As I look at this year and think about the planning that I began the year with, it […]
February 3, 2025
Stock Market It was a wild final week of trading in January, but that didn’t stop the major indexes from ending the month in positive territory. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all posted gains, even after a roller-coaster ride fueled by earnings reports, the Federal Reserve’s latest decision to keep interest rates steady, and some big AI news out of China—where startup DeepSeek unveiled a powerful, low-cost AI model. For the month of January, the stock market’s three major indices performed as follows: S&P 500 2.7% The Dow 4.7% Nasdaq 1.6% It was the third straight positive month […]
January 31, 2025
“The person I look up to most is my daddy,” the essay read. “The reason I do is that he always says, ‘Never judge a book by its cover.’ He always says that people will surprise you, so let them.” We are applying for private school (again!) for my daughter, and she had to write a series of essays about who she is. One of the questions was who she looks up to. I walked in the kitchen the other day after she had already left for school, and I spotted her essay sitting on the table. I read it […]
January 24, 2025
In 2008, we went through the credit crisis in the U.S. Markets failed all around the world. People lost their homes, their life savings, businesses failed at record levels, and much more. I remember that year well. It was also the year I got divorced. My income fell by 40%. Business was difficult to say the least. As a leader that had numerous people relying on me, I had some very difficult decisions to make. Should I keep the lifestyle I had become accustomed to, the nice car, dinners out, travel, etc.? Or should I keep my business running against all odds, ensuring a livelihood […]
January 17, 2025
Jerry Seinfeld said recently at a college commencement speech something that really resonated with me. “Focus on becoming, not having,” the iconic comedian said, addressing the crowd of young, eager graduates. “Having will come as a function of focusing on what you become.” That’s pretty incredible advice. So, as we start 2025, I encourage you to focus on working towards on becoming who and what you want – the best version of you. It’s so interesting to me; we all start the year the same way. Gyms are packed. Dry January. Save more and do better with money. All these […]
January 14, 2025
Dear friends, As wildfires continue to engulf Los Angeles, we wanted to express our heartbreak for those affected. At One Wealth, we deeply value the strength and resilience of our community, and I assure you that we are doing our part behind the scenes to help all of those who face this tragedy. We also recognize the extraordinary efforts of the brave first responders working tirelessly to protect lives and homes. They, like so many everyday people, are the true heroes and will be remembered as beacons of hope during this unprecedented tragedy. In moments like these, unity and support […]
January 10, 2025
As we look at 2024 in the rearview mirror, I thought I would share a story of some time I spent with a client last week. “You’re not like other financial advisors,” she told me. I perked up, wondering where this was going next. “Most advisors that give us referrals are like…ugggh,” she said. “But the people you refer to us are so nice and appreciative.” “Thank you,” I replied. “I like to think of myself as more than just a financial advisor.” She then said, “Yes, you are more like a therapist meets financial guy meets a Rabbi!” I laughed, […]