Blog

Thursday, Nov. 4th You may not know the name Willie Sutton. He was born in 1901 and died in 1980. [...]

Wednesday, Oct. 20th I'm going to borrow an email from a mentor and fellow advisor, Carl Richards. I don't think [...]

Wednesday, Oct. 6th October 6th, 2001. Seems like it was just yesterday, but it was 20 years ago. A lot [...]

Wednesday, Sept. 23rd One of the things people ask others when they haven't seen them in a while is - [...]

Wednesday, Sept 8th One of the traps that we all fall into is comparing ourselves to others. We've all heard [...]

I know many of you are aware of this situation, but I wanted to make everyone else aware so you [...]

Thursday, July 8th, 2021 Many of you have heard me talk about what I call the 3 phases of retirement. [...]

Thursday, June 24th, 2021 Last week I had the opportunity to attend a conference with 400 of the top advisers [...]