I’ve seen my fair share of “amateur” and “professional” investors: the labels are meaningless.

Cheap money doesn’t inspire quality - it unmoors from it.

Aren’t we all simply striving to budget the attention we have to the things that matter most?

I have one, and only one, competitor. It has no online presence. No marketing budget. No credentials or designations.

While we strive to live a problem-free life, this is fact an unrealistic goal: a problem-free life, like perfection, is unattainable.

Think of this preparation like being an Olympic diver - the goal is not to avoid getting wet, it is to make the smallest splash possible.

If there was one word to sum up August, it would have to be “Beginnings” - a time that requires holding space for both joy and sadness.

“Trees don’t grow to the sky.” I first heard this proverb at an investment presentation early in my career.

Math was not my subject in high school. I adored History and English, muddled through French and German, but Math was WORK.

When I was a junior in college, I made a friend whose father was a Master Baker.

Someone asked me recently to share my philosophy - essentially my “pitch” as a financial planner.