facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

%POST_TITLE% Thumbnail

The Myth of Balance

The pursuit of life balance is stressing us out. It’s a maddening juggle of self, others, career. Striving for equal parts exercise, home décor, loverly devotion, career ambition, and family tending—and we wonder why we get sick when we finally take a vacation.

Read More
%POST_TITLE% Thumbnail

What Possibility Are You Open To?

It's the beginning of a new year.......heck, it's the beginning of a new decade! If you have resolved to change some things in your life, you are not alone. According to wikipedia, New Year's resolutions go way, way back, beginning when Babylonians made promises to the Gods at the start of each year to return borrowed objects and repay their debts!

Read More
%POST_TITLE% Thumbnail

The Myth of Productivity

Who doesn't want to be more productive? In pursuit of this elusive "productivity", I have read books, including David Allen's book, Getting Things Done; The One Thing by Gary Keller, and Essentialism by Greg McKeown. I have tracked my time. Since returning from a financial planning conference in mid-November, I have been using the recommended Timeular, an 8-sided dice that sits on my desk. Currently, I have flipped it to "marketing" as I write this blog.

Read More
%POST_TITLE% Thumbnail

What's Your Retirement Readiness?

Many pre-retirees do not fully comprehend how dramatically their lives will change in retirement. For many people their job is their identity. Without work, they report more boredom, restlessness, and feelings of uselessness. People spend more time planning a wedding than planning their retirement!

Read More
%POST_TITLE% Thumbnail

What Is Your Impact?

What keeps people from recognizing the impact their investmernts have on the world around them? This was the question I needed to answer as part of my homework in the course, "Towards Aware and Values-Centered Investing." A timely question, on the heels of the recent Global Climate March, preceding the U.N. Climate Action summit.

Read More