Business Lessons I’ve Learned In 2025
As a final reflection for the year, I have found myself taking inventory of all the lessons I’ve learned. What […]
Redefining Success, Simplicity and Stewarship
As the year winds down, I always find myself redefining success – not just by what was accomplished, but by
How Financial Planning Is Not Strategy
This past week, my business partner Todd and I spent a few days planning our business strategy for 2026. Every
You’ve Got To Be S.M.A.R.T.
Five Years, One Picture, and a Course to Chart That picture was taken five years ago today—our wedding day. A
How To Invest With Purpose
What Are You Investing For? Every investor has different goals. A 20-year-old thinks about their money differently than someone close
How Tax Efficient Financial Planning Adds Real Value
It’s amazing how difficult simple things can be. Take, for instance, this newsletter on financial planning for individuals and business
Becoming a Better Steward
Many of my clients, and you, my readers, are not what I would consider new investors. Before working with me,
Understanding Investment Risk (Yes, With a Biscuit Analogy)
You’ve probably heard the phrase, “You’ve got to risk it for the biscuit.” While it’s lighthearted, it captures a deeper
Guardianship: An Important Lesson Learned From Experience
In 2003, my wife, our 6-year-old son, and I were involved in a life-threatening automobile accident. I spent 48 days
The #1 Financial Mistake People in Their 20s Make—and How to Avoid It
Starting to invest early can be challenging. As you enter the workforce after college, numerous immediate priorities are vying for