What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few minutes later, he called me back and let me know that the night […]

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a result, better lives. Success starts not with money, but with people. Helping people to be […]

Rolling Back on Dodd-Frank

Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients?   I think we could write a book on these four questions. Whatever happened to common sense, honesty, and a handshake? I hear many people asking, “What happens if […]

Investing and Politics

Who will have the greatest impact on your financial future? You or President-elect Trump? Now I know there are two groups in this country: one hates what they see going forward based on our election; and one loves it. What are the chances that somewhere in-between is the truth? What is the chance that you […]

The Good, The Bad and The Bored

We all have good days…we all have bad days…and we all have times when we feel bored. I’m going to tell you to beware all three! Why? Because when it comes to investing, any day you are feeling a strong emotion, whether it be euphoria, fear, or boredom you are more susceptible to making illogical, […]

Perception vs. Reality

It is amazing how often our perception…which may, or may not be, based on fact…becomes our reality. What we all believe is true is biased and formed by where we’ve grown up, how we were raised, our experiences, our education and more. It seems to me that the only way to battle that our perception […]

Secrets of the Successful – #4

A friend, mentor, and father like figure to me in business was Jack Howe. Some would say that he was not easy to get along with, some would say he pushed too hard. But what he possessed was determination. He was determined to not only be his best, but to change the world. Maybe he […]

Secrets of the Successful – #3

Do you find yourself searching or wondering what your true talent is? Do you think that maybe if you can uncover your true talent you will find the right job, the right opportunity, or that special circumstance that will be meaningful to you?  We spend so much time worried about our skill set and how […]

Brexit and the Boston Tea Party

Let me ask you a question? Do you perceive the Boston Tea Party as a negative historical event? I would agree that in the short-term it was not very pretty, yet in the long-term it led to the independence, formation, and growth of our great nation.  As for Britain, they too survived and continued to […]

Secrets of the Successful – #2

As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say and do, to be a good team player. As a parent, the desire sometimes to […]