Blog

15 Jun 2018

Posted at 08:33h in The Friday Brief by

Charlie Munger, Warren Buffet's famed right-hand man at Berkshire Hathaway, is fond of using the phrase, "Invert, always invert." While Munger is often credited with the origination of the quote, he is borrowing from 19th century German mathematician Carl Jacobi, who coined the phrase as...

08 Jun 2018

Posted at 15:10h in The Friday Brief by

Allure motivates us far more than thought or logic. Abstract ideas just don't change our behavior like longings and desires do. In his book You Are What You Love, James K.A. Smith says, “We adopt ways of life that are indexed to such visions of the...

25 May 2018

Posted at 09:03h in The Friday Brief by

The most important requirement for creating and protecting wealth is good decision-making. Seems obvious, until we remind ourselves of our own costly financial missteps. And before you get too hard on yourself, consider the colossal ones made by major CEOs, almost on a daily basis...

04 May 2018

Posted at 11:46h in The Friday Brief by

Disintegration: To lose unity, integrity, or strength by or as if by breaking into parts, as defined by Merriam Webster. Our social, political and institutional systems offer, on a daily basis, glaring examples of the debilitating impact of 'breaking into parts.' Self interest and promotion,...

27 Apr 2018

Posted at 13:58h in The Friday Brief by

[caption id="attachment_9482" align="alignleft" width="225"] Future Financial Advisor[/caption] My son Cooper and I love to go to Ace Hardware in Seaboard Station. Usually we go to get something for a house project but I’ll admit we occasionally go just for the free popcorn and to watch the...

20 Apr 2018

Posted at 13:50h in The Friday Brief by

Yesterday, I had one of those wonderful opportunities to share life-changing news with a new client. I'll call her Mary. During two prior meetings, Mary had shared how difficult her job was and how she would love to change to a less stressful and more...

13 Apr 2018

Posted at 12:37h in The Friday Brief by

On January 26th, markets abruptly exited the smooth freeway we had grown so accustomed to for a rocky cross-country romp that may continue for some time. The uncertainty of trade wars, Federal Reserve interest rate tightening,  and possible inflation have replaced the confidence of tax...