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New Year, Incremental Improvement

In 1998, I ran the New York City marathon, my first and last. I got there with a training plan that gradually increased my runs from a few miles to 10+ and then 15+ mile runs as I got closer to the day of the race. I started out with gradual and incremental improvements which […]

Q4 2022 Market Commentary

2022 In One Word: Inflation Inflation is not an issue in just the US, but one that is problematic globally and central banks across the globe have been increasing interest rates…

Lessons in Wealth

In the mid-1990’s a book was published which (from my seat inside a Trust group) appeared to challenge the assumptions that advisors generally used to serve clients. The big reveal of The Millionaire Next Door is that the average millionaire does not show his/her wealth, is not on the cover of Fortune or Forbes and […]

Relaxed Power

Relaxed Power is the title of a great friend’s recently published book, and I recommend it for anyone interested in personal leadership, self-realization and living with purpose. Tangela Johnson is one of the most intuitive and talented people I know. We found each other years ago when I presented on wealth building strategies to professional […]

To My Tribe:

I’ve got news to share. In the midst of a pandemic, a national focus on racial inequality and social justice, and the most interesting financial times since the great recession, I’ve decided there is no perfect time to pursue your vision and dream. The best answer is to start as soon as you can. Many […]