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Resist the Temptation to Choose Products Over Process

“If you find a solution and become attached to it, the solution may become your next problem.” -Robert Anthony   As a culture, why are we so susceptible to shortcuts, quick fixes, and the lure of “short-term solution” products? Is
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This Too Shall Pass

“This too shall pass” -Confucious   This is one of those quotes to commit to memory, to have at your ready disposal. Only four words, four short words, yet with the potential to shift your mindset completely.   We can
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Is Planning an Answer?

“Average people have wishes, confident people have plans” -Anonymous   In many fields, planning out answers and solutions are critical. If you were to build a skyscraper, many right answers would be required to avoid catastrophe. If you were diagnosed
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Happiness, then Results

“If you want to be happy, be.” –Leo Tolstoy   Why do we so often think of happiness in such a backwards way? Is it our own idea or society’s?   We think, I’ll be happy when “X” happens. X
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Our Hardships in Perspective

“These are the times that try men’s souls” –Thomas Paine   We should find inspiration in other’s life stories. We can always find those who faced more adversity, yet still overcame the odds. One such case was the world renowned
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Planning: Your Key to Success

“Unless commitment is made, there are only promises and hopes; but no plans” –Peter Drucker   We need to simplify the planning process in our minds. Too many of us are not making plans. If that’s you, how will you
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Your Why, Your Purpose

“Efforts and courage are not enough without purpose” –John F. Kennedy   What is the why behind what you do? Purpose, as a term, gets thrown around quite a bit. I think the simplest way to look at purpose is
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Adversity as Opportunity

“All the adversity I’ve had in my life, all my troubles and obstacles, have strengthened me” – Walt Disney   Stop now, examine your life honestly for even 30 seconds. What are the biggest adversities, troubles, and obstacles you’ve faced
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Just Get Started

“The secret of getting ahead is getting started” –Mark Twain   Is there something keeping you from getting started? We all deal with resistance to getting started. It is especially difficult for those of us who tend to (over)prepare, (over)plan,
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Does passive investing work for all types of investments?

There is an ongoing debate in the financial world that has been around for at least as long as I’ve been in the financial planning profession (23 years). The debate concerns the best way to invest, actively trying to outperform
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