This blog is the third of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a Savings

Read More

Featured Articles: Good Writing From Around The Web Dacher Keltner presents Awe: The New Science of Everyday Wonder and How it Can Transform Your Life   If you’re in the SF Bay Area and like happiness, this would be worth your time to attend. Social Media May Prevent Users from Reaping Creative Rewards of Profound

Read More

This blog is the second of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3. Adopt a

Read More

Featured Articles: Good Writing From Around The Web What Makes Life Meaningful?   Which country shares your values? Turns out, I don’t align with any country on the list. My list starts with Family, Health, Friends… Sunday Firesides: Everyone’s Just Trying to Make It in the World   Everyone deserves a little grace… especially when

Read More

This blog is the first of a 10-part series which covers everything you need to know to get started on your path to financial freedom: 1. The First Step in Any Financial Plan is NOT What You Think. We Start by Knowing What is Worth Seeking. 2. Developing Your Vision of a Perfect Life 3.

Read More

Featured Articles: Good Writing From Around The Web Pain is Part of the Process   It has been too long since my friend Bob has written a piece… and he has returned with a doozie! History Is In the Making   The dates we celebrate and teach skew our sense of what is important. “Reality”

Read More

As I wrote this in the run-up to the holiday season, markets seemed to be on the mend from the bear that started January 3rd, the air was coming out of the inflation balloon, and talk of recession probabilities was the new crisis du jour (it ALWAYS has to be something). The biggest surprise to

Read More

Featured Articles: Good Writing From Around The Web Life Is Hard. And That’s Good   We cannot extinguish grief, but maybe we can do grief better? Surrendering Isn’t Giving Up: Why We Need to Accept What’s Happened   The first step in any pursuit is accepting what has come before. The Psychology of Prestige: Why

Read More

In early December, I was on a panel entitled Sustaining, Enduring and Thriving Through Crisis at the 2022 Market Counsel Summit. Diana Britton, managing editor of WealthManagement.com, convened us. My fellow panelists were Gavin Spitzner, president of Wealth Consulting Partners, John Hyland, a managing director with Private Advisor Group, and Marc Nichols, a product director

Read More