George Kinder is thought of as an “advisor to advisors” in financial services.  He’s made a name teaching advisors how to discover what’s really important to people.  He uses three main questions to ‘cut to the…

Optimism is sometimes misunderstood. The optimist is often lumped into being overly hopeful or naïve.  In comparison, I’ve even noticed that criticism, or certain forms of pessimism, are fashionable – almost like it’s and indication of…

Happy Marriage I don’t mean everyday is Valentine’s Day.  And, I don’t mean that you need to even share the same vision financially – although it helps.  My observation is that the deal-breaker for wealth accumulation/preservation…

There’s a human temptation to one-up people.  To be better than.  To win or be right.  Travel down the spectrum and we might meet domination, or always right, always winning.  There is no shortage of current…

Spoiler: this is not a traditional market prediction. There’s a distinct difference between believing in something and having faith in something.  This is an age-old topic, but I think it’s particularly relevant now. Belief is where…

Making a difference – or having an impact – seems to be very popular language in younger generations. I’ve become convinced this is not just a “younger” person thing, though. The desire to make a difference…

A long runway is needed for the scenarios that will give us the most joy. Frequently, runway is referenced in business when a new project is being undertaken.  Are there enough resources (time, money, and people)…

Frequently, we think our problem is solved, but all we’ve really done is trade problems.  This is relief.  We shift our concern from one place to another. If we have frequent headaches, Advil may relieve the…

Selling has changed the last 20 years. This is not limited to professional “sales” titles.  We all make attempts to move employees, bosses, customers, family members, and patients in a certain direction.  The act of articulating…

Nearly everything is a question of risk.  And, if this is the case, it surely pays to know how we make our own calculations.  What drives our decision-making process?  How can we gain ground on the…