You know you’ve been doing something for a long time when a colleague describes you as an “industry veteran.”  That’s the way Will Hepburn described me to his clients last week.  And yes, it made me aware that I did start as an advisor in 1992 and have been...

A.I., or artificial intelligence, can be found everywhere these days: from marketing ("you might like this…" based on what you bought last time) to traffic (in Austin, the price for some toll roads changes based on traffic flow). A.I. is a powerful technology that can...

Can you recall a time when you felt really “in the zone”?  Whatever you were doing, it felt like you were laser-focused, in the flow, making all the right moves, and knew exactly what to do and when.  These “flow” moments don’t always last long, but when...

In the August 29th edition of the Wall Street Journal, Jason Zweig wrote an article entitled, “Warren Buffet and the $300,000 Haircut.”  The discipline and mindset of Mr. Buffet is a positive In the August 29th edition of the Wall Street Journal, Jason Zweig...

I recently read a survey about investor satisfaction levels with their financial advisors.  The interesting twist was how sentiment has changed, pre- and post- (well, current, anyway) the COVID pandemic. The article’s slant was that investors are less...

List your five most important core values.  Some examples of core values are: family, faith, meaningful work, philanthropy, ethics, etc.  These values are the foundation upon which we build our lives.  The more deeply you understand your core values,...