CATEGORY
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 …
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 …
Since my brother died, my meditation practice has been spotty because whenever I attempt to sit quietly I’m quickly overwhelmed by feelings of loss surrounding Dave’s death. From a meditation practice perspective, this is emotional overwhelm. When I brought this up with a teacher, I learned that the brain’s response to overwhelm is the same, …
Thank you, Adam for a fantastic conversation. ABOUT THE EPISODE Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and …
Thursday last week, I returned home after a 7-day silent Vipassana meditation retreat at Spirit Rock. Our day started with a bell of awakening at 6:00 am and our first sit in the meditation hall started at 6:30. Our last sit in the meditation hall ended at 9:30 pm. All told, we spent about 7 …
I was on my podcast partner’s other podcast… this is the result!!! ABOUT THE EPISODE In real estate investing, lack of financial literacy is deadly. Investors who don’t have a fundamental understanding of basic financial concepts like risk tolerance and return expectations are destined to make costly mistakes… or worse, to go bankrupt! But it’s …
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 …
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 …
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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