It has been a frequent practice as of late to choose a focus word that would sum-up your current or upcoming year. The purpose of it is to set an intention, a goal you seek to achieve, or a quality of some sort that you want to ensure you actions throughout the year are being […]
– First Published on Nasdaq – In the midst of the pandemic, and particularly with vaccines and a new year on the way, we’re all more reflective. A direct benefit of such reflection is a willingness to change and reinvent. Where are you in this process? As I continue my quality life journey – after all, isn’t that what […]
I know countless people who have taken the challenges and tumult of 2020 as an opportunity to level-set their life and business. So, as I put pen to paper to write my end-of-year letter, I’m reminded of courage like that. Indeed, in the face of what may well be the most difficult global challenge most […]
– First Published on Nasdaq – As I continue my journey through gaining a deeper understanding of what living a quality life actually means, I’m reminded that my original life plan was to create wealth, be successful and provide for my family. I previously would have said that all the financial decisions I make point me toward achieving that […]
Is diversity and inclusion (DEI) in organizations and teams just the latest HR craze? Or maybe just a nod to equality compliance? Neither. D&I, when introduced appropriately, mines the rich and often untapped talent within an organization. In fact, understanding what D&I means when implemented within a business can be the change that takes an […]
In the world of financial advice, many clients think they know themselves and their money better than they do and certainly better than the advisor does. How does this thought impact the role of a financial advisor? If you know nothing about behaviors then clients with this ‘know it all’ attitude will be difficult to […]
