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Aesop on Finance: A Dog and His Reflection
As you know, this is a time of year when many people make New Year’s resolutions. Lose weight, stop smoking, save more, learn a new skill, get more sleep, visit a new place, get finances in order, etc. You name it, chances are, someone has resolved to do it. As financial advisors, people often come …
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Nine Vince Lombardi Quotes
The new year is now underway. We hope 2020 is a great year for you, and the start of an even greater decade! Fifty years ago, Vince Lombardi coached his last football game. Lombardi is universally recognized as one of the greatest coaches in football history, as well as a pioneering figure who helped …
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Breaking Down the Secure Act
Important Provisions of the SECURE Act Before we dive in, understand, that the SECURE Act is over 20,000 words long. (And in fact, the Senate had to tuck it away in a much, much larger appropriations bill to pass it.) That means there isn’t room to cover every provision of the new law, and many …
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Things Most Advisors Don’t Tell You #6: The Importance of Gratitude
We have been sharing some non-financial lessons we’ve learned in a series of articles called, “Things Most Advisors Don’t Tell You.” There are many habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not. But in our experience, people rarely hear about these things from …
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