Embracing Your Role

Embracing Your Role

On many occasions, I had the privilege of speaking to classes of new advisors with my firm. Reflecting on those presentations, it occurred to me that I would often fail to address the importance of being in a role as an advisor. Embracing our role as financial...
The Year’s Last Days

The Year’s Last Days

Here’s a simple idea for these last days of 2023. Many readers may not even get this until next year; you’ve already signed off, taking these last days to be with family and enjoy some well-deserved down time. But if you’re at your desk this short week, here’s...
The Season of Light

The Season of Light

The holiday season is awash in light. Cities and neighborhoods, businesses and homes are festooned with a brightness that, at least for these few weeks, pushes back the longer nights, punching holes in the darkness. For people of Christian faith, the season of Advent...