“Go confidently in the direction of your dreams. Live the life you’ve imagined.” — Henry David Thoreau A Comprehensive Approach to Financial Independence & Quality of Life To sustain a long and happy life after...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Positive emotions affect us in many interesting ways. They change your mental processes, the way you perceive the world and your behavior.*1 To illustrate this let me lead you through a quick exercise. First close your eyes and think...Read More
The Incredible Power of Vision and Our Founding Fathers "The best way to predict the future is to create it." -Peter Drucker With Independence Day almost upon us I think about our founding fathers who had a powerful shared vision that...Read More
Recently, I came across an article written by Sallie Krawcheck, past president of Merrill Lynch US Trust and Smith Barney that does an excellent job of describing the reasons to hire a Financial Advisor. This view is not one that is...Read More