All three contribute to how we get closer to knowing something as true and making something actionable. If either three stand alone, though, it’s a wobbly stool.  Nothing to self-correct or check and balance. Experience alone…

There’s common chatter amongst financial advisors and investment professionals about how often we need to defend diversification. Quite frequently, diversification will be out-performed by plenty of benchmarks. It’s the untimely market declines and the counter-intuitive amount…

To state an obvious: there’s tension between making plans and embracing the unknown. Making plans gives us clarity, the plans energize us, and the plans give a ‘why’ to our day-to-day.  These plans dictate where and…

Most of what we accomplish is not from anything drastic that we do. There might be moments or milestones that feel drastic: graduations, marriages, child births, promotions, windfalls, retirement.  These are largely a result, though, of…

Freedom. What is freedom? Time.  Hours in a day and years in a life grant the opportunity to generate more income and/or enjoy ourselves.  Time allows for money to grow, relationships to blossom, and careers to…

The best teachers make us feel impatient, frustrated, dumbfounded, scared, or greedy. These emotions are the curriculum for personal growth and peace. Allowing ourselves to not try to outthink, outsmart, out do these feelings is about…

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…