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- Aug 25
Video Series: Investing 101
Part 1: What is the DOW? Why should we care? Part 2: What is the NASDAQ? Why should we care? Part 3: What is the S&P 500? Why should we...
5 views
- May 17
Video Series: What’s the purpose of an advisor?
Part 1: Clarification Part 2: Forecasting Part 3: Partnership Part 4: Shiny Object Syndrome
11 views
- Apr 1
Never say it’s too late to begin planning for your retirement.
“Failure I can live with. Not trying is what I can’t handle.” Sanya Richards-Ross, USA Gold-Medal Track and Field Athlete With the...
12 views
- Feb 24
Classics Can Be a Comfort
A classic scene: Audrey Hepburn exiting a taxi in the early hours of the morning on a near empty 5th Avenue in New York City. She is...
11 views
- Jan 7
All the World is a Stage
“All the World’s a Stage” is a famous line from As You Like It, one of Shakespeare’s brightest comedies. The world’s a stage and we’re...
15 views
- Dec 21, 2021
3 Questions to Ask Yourself 10 Years Before Retirement
Francis Bacon wrote, “A prudent question is one-half of wisdom.” Just as the theory of manifestation maintains that if you focus on an...
14 views
- Dec 21, 2021
New Year, New You
2022 is right around the corner. It’s time to reset and refocus. These weeks before the New Year are a time to set goals, to think about...
8 views
- Nov 19, 2021
“The greatest glory in living lies not in never falling, but in rising every time we fall” — Nelson
As children, we always talked about what would happen when we grew up: What would we be? How would we live? One thing we didn’t know was...
6 views
- Nov 19, 2021
"We must do that which we think we cannot" – Eleanor Roosevelt
“We gain strength, and courage, and confidence by each experience in which we really stop to look fear in the face … we must do that...
5 views
- Nov 19, 2021
Five Money Thoughts that Hold us back from Financial Independence
There’s a widely-known saying: “If there is a will, there is a way.” All in all, very true. If you put your mind to it, you can...
12 views
- Jun 29, 2021
Never let the fear of striking out get in your way—Babe Ruth
When we look at it, our idea of retirement can be idealized. We picture ourselves waking up in rooms golden with sunlight, proud smiles...
29 views
- Jun 29, 2021
“Cash is king. Get every drop of cash you can get and hold onto it” — Jack Welch.
“When people talk about cash being king, it’s not king if it just sits there and never does anything” — Warren Buffett. If I mentioned...
11 views
- May 13, 2021
What amazing things can I accomplish if I start now?
How did it get so late so soon? It's night before it's afternoon. December is here before it's June. My goodness how the time has flewn....
18 views
- May 13, 2021
“Never change horses in midstream” — Abraham Lincoln
The 16th President of the United States had a good reason for warning against changing course in the middle of a journey, or in his case,...
33 views
