One of the best books that I read recently was The Answer, by John Assaraf and Murray Smith. The book, in reality, is two books within one. John Assaraf writes the first half of the book with a focus on the laws of attraction, gestation, and action. The second half of the book is written by Murray Smith with a … Read More
What Would You Consider to be Your Most Valuable Asset?
What would you consider to be your most valuable asset? Some people may think about a retirement account or piece of real estate. What about your career as your most prized possession? A person’s major revenue stream, typically their career, is likely a major key in the ability to achieve life and financial goals. One of my recent reads was … Read More
To Sell is the New Pink
After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses. Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors and business thinkers Dan Pink. … Read More
3 Reasons Why We Worry About the Wrong Things
Once upon a time, I often found some of the daily/nightly news interesting. It was also my attempt to see another person’s view on various stories. But over time, I have noticed that everything is breaking news. What is so earth-shattering about another Presidential tweet? Even more so, I see constant fear and anxiety in almost every headline-breaking story. What … Read More
An Emotional Balance Sheet Can Guide Hard-to-Quantify Financial Choices
Many couples struggle with the decision to stay at home with children or continue their careers. A tradeoff is made harder by the fact that not all the pros and cons of either decision can be measured in dollars and cents. My wife and I have been fortunate that during the beginning years of our four kids’ lives, we had … Read More
Bill Kieffer Ted Talk: Investing in the Middle
Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer. Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few weeks for the holiday break, … Read More
It is not the Critic Who Counts
Typically, I wouldn’t post a book review or summary of a book focused squarely on investing especially when it comes to technical analysis. Most of you simply would not care and if you are likely utilizing someone to manage your assets for you, that should be your manager’s job to understand if they are using technical analysis in their investment … Read More
Taking a Leap of Faith
Even the best-laid plans in life can require a certain leap of faith. You can pull all of your numbers together, put forth your best forecast based upon your current facts and assumptions, and arrive at a sound analysis. Everything indicates that this is the right move but then nothing. Nothing but fear. Fear can be a crippling factor within … Read More
How to Get a Job at Goldman Sachs From a Non-Ivy League School in 8 Steps
Although this Business Insider piece is focused on getting a position at an investment bank, I think that these steps could apply to any field no matter what college or university you may have attended. Send resumes early And send resumes often Make Excel your best friend Treat the application process as a part-time job This is one topic that we will touch on often … Read More
Mr. Rogers’ Lessons For A New Generation
“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’ To this day, especially in times of ‘disaster,’ I remember my mother’s words, and I am always comforted by realizing that there are still so many helpers–so many … Read More
