We’re Hiring! Senior Client Services Manager

by admin | May 14, 2021 | Uncategorized

You feel it. That pit-in-the stomach on Sunday around 4 p.m. that reminds you that – while you love investment & financial planning advice – you are disenchanted with the robotic service you provide to clients. …That’s the moment for a scene change. Imagine...

The Worthy Pursuit of Deep Work

by admin | May 4, 2021 | Uncategorized

Reflections on Deep Work: Rules for Focused Success in a Distracted World By Cal Newport Written by John Mullett We live in a frenetic, fast-paced, increasingly connected world, driven by rapidly advancing and changing technologies. The internet, social media, email,...

My Response to the Current State of COVID 19

by admin | Apr 29, 2020 | Recession

On Exponential Curves:   A famous physics professor, (maybe Einstein, maybe another according to Quora) said  “The greatest shortcoming of the human race is our inability to understand the exponential function.”   In an exponential curve the number being...

What To Do In a Recession: Your Plans

by admin | Apr 28, 2020 | Recession, Retirement

We’ve all made plans that have had to change because of COVID and the recession.  Some of us have stalled vacations. Some of us have downsized kitchen renovation plans.  Some of us are staring at our plans to retire in 2020 and wondering, “will it still...

What To Do in a Recession: Offensive Investment Strategy

by admin | Apr 21, 2020 | Recession, Retirement

As we experience a market recession, are there anything proactive moves that we can do with our investments?  Often these proactive strategies are ones that we must implement by coordinating between multiple professionals.  This means your CPA, your CFP®, and your...