Broker Check


Tuesday, April 2, 2024

...I find there are two primary reasons people work: passion and money. In an ideal world, individuals would experience both from their work. However, as we all know, this is not always the case. As business owners, creating environments...

Monday, March 25, 2024

Not only are the exploits of the active managers more interesting, but they always seem to have a good reason for what they do. And when one of these funds chalks up a good year or two, you might wonder if you're missing out on something...

Friday, March 22, 2024

In today’s isolated and anxious landscape, we turn to the ancient Greek philosophy of Stoicism to find a playbook for suffering less internally and attaining some modicum of inner peace. Stoicism focuses on virtue and controlling the...

Thursday, March 21, 2024

When you're dealing with a system that has many moving parts, it can be easy to assume that it's inherently complex. However, there's an important distinction between complicated systems and truly complex systems - and understanding...

Sunday, March 10, 2024

What drives someone to take the leap into entrepreneurship? What motivates individuals to abandon the security of a traditional career path and venture into the unpredictable realm of business ownership?

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Thursday, March 7, 2024

Your attitudes and expectations about investing are heavily influenced by the financial environment in which you first started putting money away. And those, in turn, affect your investing behavior.

Monday, February 26, 2024

Embracing Optionality, not Prediction: Calm and peace don’t come from knowing what will happen, they come from knowing that whatever happens, you’re ready. "Optionality" is the quality of being available as a choice, but not obligatory.

Tuesday, February 20, 2024

Peter Lynch had a famous quote: "If you spend 13 minutes a year on economics, you've wasted 10 minutes." A stock analyst who writes about the market under the penname Courage & Conviction recently looked at how wrong the big name forecas...

Wednesday, January 31, 2024

If you've ever experienced losing a vital team member firsthand, or even just worried about it, then you understand the significant impact this can have on a business. The people form the business, so understanding what motivates and...

Sunday, January 28, 2024

There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to eating cake with a large group of friends...

Thursday, January 25, 2024

One might expect that revolutions occur in a society where conditions have gotten so bad that citizens are fed up, and have no choice but to rise up in a desperate attempt to change the status quo.  Instead, however, revolutions...

Thursday, January 18, 2024

Most people have great goals. The issue is ensuring actions are aligning with those goals. We cannot allow this cognitive dissonance to run our operation. Yet knowing where to start and what to even ask is what I believe often holds...

Thursday, January 4, 2024

Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be headed, it seemed to be...

Wednesday, January 3, 2024

In the fast-paced world of business, effective decision-making is a cornerstone for success. We only have so many hours in the day and, as...

Friday, December 29, 2023

At first glance these funds might seem like a great idea. But unfortunately, things don't always end up working the way they were designed to. And these funds have been getting more critical scrutiny...

Friday, December 15, 2023

You may have heard the old adage that "a craftsman is only as good as his tools." Today, I'd like instead to explore the converse of that statement, that tools are only as good as the craftsman who wields them. I'd argue that even...

Thursday, November 30, 2023

The pursuit of having your best year in business is a common aspiration among entrepreneurs and professionals. With the right mindset and strategies, this ambition can become a reality. Here's a comprehensive guide to help you make the...

Tuesday, November 28, 2023

So, how good were the suggestions from mainstream financial news sources in 2022?

Wednesday, November 15, 2023

When you reach the phase where your assets must fuel your future income, how exactly will you get funds off of your balance sheet?

Thursday, November 2, 2023

Businesses need to make informed decisions, identify trends, and continuously adapt their strategies. These metrics are the compass that guides your business toward its objectives.

Wednesday, October 25, 2023

The "end of history" illusion describes an inability to see ourselves changing substantially from how we are today. You shouldn't lock yourself into a future that won't fit who you are (or might be) in twenty years.

Wednesday, October 18, 2023

Explore the important concepts around what it would take to build a portfolio with more stability and balance over time, how they can work together, why you should care, and what to do about it.

Sunday, October 8, 2023

Imagine embarking on a long journey without a map. When you're ready to scale and grow, you need a dynamic, forward-thinking approach that empowers your organization to navigate uncertainties while staying true to its mission.

Thursday, September 28, 2023

Like any proverb, "The early bird gets the worm," has its limitations. You are going to want to pursue actions that have the best chance of resulting in success over the long-term.

Monday, August 21, 2023

How and why your ride was previously so cheap because it was being subsidized by an investor.

Friday, July 14, 2023

Learn what engineers have known for a long time: Stop thinking of "redundancy" as a cost to be avoided, and start thinking about what it can contribute to your life.

Friday, July 14, 2023

Unlike individuals, businesses are assessed based on their potential to generate future cash flows. It likely pays to think of yourself the same way.

Tuesday, June 27, 2023

Patience is a virtue, but... Patience is not enough. Let's talk about the importance of establishing the correct positioning.

Tuesday, January 10, 2023

On May 16, 2007, economist Thomas Sargent accomplished something remarkable in the history of graduation speeches. He gave an address that, rather than flattering the graduates as is so typical, gave them sound advice. And it was so...