15 Tips for 15 Years

December 2011 was my fifteenth anniversary in this business. Anniversaries have a tendency to inspire retrospection; looking back over my years as a financial advisor, I recalled fifteen things I have learned along the way, one for each year. Most of these lessons are related to financial planning or investments, but the ones that are not are probably the most important to the ultimate goals...
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Why?

After viewing a talk by Simon Sinek, author of “Start with Why,” I was inspired to think about the Why in relation to both our business and personal lives. As you consider your New Year resolutions or business goals for this year, let me offer the suggestion that you begin with your Why.

So, why Why?

If you distill all of the issues that...
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