This week’s thoughts are some I have shared in the past several years ago, but are very relevant today with graduation season among us. I still have two children in…
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Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact? The sound advice you share with people can drastically change…
Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients. When we bring on a…
Do You Have a Transition Plan? Tom Brady Unretired For over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In…
How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and…
Stocks have had a terrible start to the year, and major indexes have officially entered correction territory (falling at least 10 %). On top of stocks falling, there is a…
Thoughts on Things on Thursday Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even…
Thoughts on Things on Thursday Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with…
In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not…
The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As…
