The 7 Habits of Highly Effective People by Stephen Covey has had a big impact on my life over the years. I am re-reading it now with a group of guys and loving it. The first habit is Be Proactive! Here is a quick comparison of proactive vs. reactive to clarify its meaning. PROACTIVE REACTIVE…

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We are excited and humbled to share that we were selected by investor.com as one of the Best Financial Advisor Firms Serving Everyday Americans! The investor.com Annual Awards were created to recognize the best financial advisor firms, credit cards, banking services, and stock trading tools in the U.S. Their experts spent more than 6 months…

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On the way to my daughter’s softball lesson last night, we were talking about her long term goals as a player. We talked about all the seemingly little and often hidden tasks that add up to the end result we want. When we watch someone who is good at any sport, we are seeing the…

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A pressure relief valve on a water heater allows excess pressure to escape so the tank doesn’t explode!! This made me think of assessing financial risk. I was recently working with a client to analyze a large financial investment. There are many unknowns and some risk involved, so we walked through each scenario and identified…

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