One of the key things I have learned over the course of my life is that it is a good idea (great idea) to spend less than you earn. If...

Click the link immediately following each item to read the full blog post. 1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name. Click here 2. We help you become the visionary for your own life. Click here 3. We adopt a Fiduciary Standard in our relationship with you. Click here 4. We help you determine and manage the complexities of your IRA RMDs. Click here 5. We perform a detailed analysis a

4. We help you determine and manage the complexities of your IRA RMDs. We help you determine and manage the complexities of your IRA RMDs...

A few years ago, I read this short post from Seth Godin, one of my all-time favorite sources of wisdom: "Here’s conventional wisdom:...

3. We adopt a Fiduciary Standard in our relationship with you. We proactively adopt and implement a Fiduciary Standard in our...

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable...

2. We help you become the visionary for your own life. We believe that having a vision for your life is essential to your success in life...

In earlier blogs, I have talked about the idea of Two-Hundred Year Thinking and related several stories about the importance of thinking...

Yesterday, I introduced the topic of "Two-Hundred Year Thinking" ® by talking about Native American Philosophy. Many Native American...

For more than a decade, I have been encouraging my clients to think 200 years in the future and the difference they want their lives to...

1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name....

“All of humanity’s problems stem from man’s inability to sit quietly in a room alone." Blaise Pascal According to Pascal, a...

“Can anything be so elegant as to have few wants, and to serve them one’s self?” ― Ralph Waldo Emerson (1803-1882) Some of the best...

“Vision is the art of seeing what is invisible to others." Jonathan Swift Vision is an art - not a science. It exercises different...

Photo by Randy Tarampi on Unsplash “Dream no small dreams for they have no power to move the hearts of men.” — Johann Wolfgang von Goethe...

“We all die. The goal isn’t to live forever, the goal is to create something that will.” Chuck Palahniuk – Diary You will not live...

Harry Chapin is one of my favorite performers – primarily because of his meaningful lyrics and the emotion he put behind every song and...

“He is the richest who is content with the least, for content is the wealth of nature.”  Socrates Growing up, I always thought of wealth...

Photo by Magda Ehlers on Pexels.com “Tell me, what is it you plan to do with your one wild and precious life?”  Mary Oliver A hammer is a...

“A rock pile ceases to be a rock pile the moment a single man contemplates it, bearing within him the image of a cathedral.” Antoine de...