Newsletter Archive

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...
continue reading >

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...
continue reading >

On the Upside

One of the more important lessons of my career in regards to advising the families with investable assets occurred in the first quarter of 2011. As the market began righting itself, I was reminded of the emotional journey we had weathered with our clients over the past couple of years.

The morning of September 15th, 2008, the S&P 500 was around 1250 as headlines announced,...
continue reading >

A New Journey

We recently received a letter from a client we’ve been working with for five years now. In the letter, she expressed her gratitude for the path we have walked together over that time. It has been a path filled with many difficult business, family, and emotional issues that have taken their toll, each of which we have worked together to resolve.

In her letter, our client shared...
continue reading >