June 1, 2021

Fight the Shark: How to Battle Through Business Disruption

Recently, my family and I took a vacation. We typically plan a trip for this time of year because it’s a great time to get away, exhale, and recover from the stresses of tax season. During this year’s trip, we got a little more than we had bargained for when we took a deep-sea charter. With today’s entry, I want to share this incredible experience and apply the lessons that were learned to battling through business disruption. Get ready because, sometimes, it’s necessary to fight the shark!
November 26, 2020

Pass The Turkey, Comrade: What Thanksgiving Can Teach Us About Today’s Socialist Trend

Friends, it is a very special day in our nation’s history. This is a time to reflect on how blessed we are, as individuals, and as a nation. For many of us, this day will be filled with good food, football, and family traditions. However, as I said before, this is a time for reflection. Despite the obvious liberties and prosperities that have been afforded to us through our free-market economy, there has been a rapidly growing movement to make the United States a socialist state. As a result, I wanted to take this opportunity to discuss what the first Thanksgiving can teach us about socialism.
April 12, 2018

Simple Assumptions Can Lead to Employer-Employee Conflict

We’ve all heard the adage about assumptions. It makes an—well, you get the point. Recently I was part of a meeting that included a client and his employee. While I sat back and watched the two of them dispute over minute details, I could see both of their sides. They, however could not. Which lead me to ponder assumptions and the employee’s worth.
March 7, 2016

How to Become Your Financial Advisor’s Best Client

Reaching your financial goals may be easier than you think when it comes to getting help from your financial advisor. Unfortunately, there’s a misnomer in the industry that only the super-affluent will get the best advice. However, the truth is most advisors work with average people and sometimes even a few people who have very little just because they like them. So how do you get to be one of those people who your advisor enjoys working extra hard for? There are a few steps to take that can keep you from feeling like the little fish in the big pond.
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