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- Aug 25, 2022
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...
11 views
- May 17, 2022
Video Series: What’s the purpose of an advisor?
Part 1: Clarification Part 2: Forecasting Part 3: Partnership Part 4: Shiny Object Syndrome
13 views
- Apr 1, 2022
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...
14 views
- Feb 24, 2022
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...
13 views
- Jan 7, 2022
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...
17 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...
17 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...
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- 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...
7 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...
7 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...
15 views
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