As a final reflection for the year, I have found myself taking inventory of all the lessons I’ve learned. What...
As the year winds down, I always find myself redefining success – not just by what was accomplished, but by...
This past week, my business partner Todd and I spent a few days planning our business strategy for 2026. Every...
Five Years, One Picture, and a Course to Chart That picture was taken five years ago today—our wedding day. A...
What Are You Investing For? Every investor has different goals. A 20-year-old thinks about their money differently than someone close...
It’s amazing how difficult simple things can be. Take, for instance, this newsletter on financial planning for individuals and business...
Many of my clients, and you, my readers, are not what I would consider new investors. Before working with me...
You’ve probably heard the phrase, “You’ve got to risk it for the biscuit.” While it’s lighthearted, it captures a deeper...
In 2003, my wife, our 6-year-old son, and I were involved in a life-threatening automobile accident. I spent 48 days...