Thanks Martine for not just creating a tearful episode. I very much appreciate the opportunity to remember some of the good times with and funny stories about my brother, Dave. It was my pleasure to be your guest. ABOUT THE EPISODE Jonathan and his brother Dave had plans. Jonathan has been a financial advisor working

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It has been a rough week for me personally. I find myself attempting to meditate more, reading poetry, and perusing books of quotes. I am seeking hope and inspiration in what feels like pretty dark times. If you are going through it with me, I hope some of these will be helpful… “When you are

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Many clients have lost loved ones over the years – parents, partners, kids, and siblings. We can’t understand the devastating life-altering effects on those who are left until it happens to us. What do you do with an open wound that you know will never close? Thank you Diana and WealthManagement.com for the opportunity to

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Featured Articles: Good Writing From Around The Web The World Really Is Getting Better   Things get better. Not every year. Not always visibly. Never enough to overcome the adage, “Bad news is good copy”… just ploddingly and inexorably better. Does Mindfulness Get in the Way of Making Amends?   Western culture took Mindfulness as

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Today, I want to lay down a marker. THIS IS WHEN YOU BUY! The great companies of the US and the World are on sale. That sale may (or may not) get better. If it does get better, it won’t get that much better. There will be some point in the not-too-distant future where we

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Featured Articles: Good Writing From Around The Web Americans Are Terrible at Taking Vacations. Why Are U.S. Workers So Bad at Taking Time Off?   Even those who have vacation time use it sparingly. Life is short, we need to get serious about R&R. The Best of Times   The joys of running a small

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Thanks Clint. That was a great conversation on so many levels. I’ve never been asked to equate the Buddha, Dharma, Sangha as support structures in a spiritual life with support elements in the life of personal finance. Also, I really enjoyed seeing the Twitter thread based on our conversation – my first. ABOUT THE EPISODE

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We know – vividly – what has already happened. We can never know what will come next. The humble recognition of this truth should be the foundation of any long-term investment philosophy. The question is, “Given that we cannot know what comes next, how should we invest?” From a micro level, when a company knows

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Featured Articles: Good Writing From Around The Web Neuroscientist: How Caffeine Works and What It Does to Your Body (Video)   Why I love coffee. (I have no idea how true any of this is, but it feels true). Closing Down the Billionaire Factory   The world of private equity is a parasite on the

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