John Gabriel, Regional Manager at Weitz Investment Management, gave an insightful talk on active shares for professional investment advisors at a recent gathering of the Colorado FPA . Let’s see... read more →
Bobby McFerrin has words of wisdom for us as we near the Fiscal Cliff. I think he gets it right in his song “Don’t Worry Be Happy”: http://youtu.be/yHFDa9efCQU McFerrin’s song... read more →
If you are a baby boomer or have boomer parents, you’ve probably come across this ad: The Crankset Group has dubbed these Blinding Flashes of the Obvious. BFOs are epiphanic... read more →
The financial advising profession—like all professions—has many sacred cows. As you remember, a sacred cow is an object that is accorded deep reverence but is also considered immune from question... read more →
Colorado financial planners, take advantage of a way to serve your clients! If you have any type of financial advisory practice, use this event to build your client relationships. If... read more →
Over the last two weeks, we’ve looked at real consequences of the government’s fiscal rigor mortis. We’ve also explored Modern Monetary Theory’s argument that the result of deficit spending is... read more →
“Courage is not simply one of the virtues, but the form of every virtue at the testing point.” - C.S. Lewis C.S. Lewis put it well: courage isn’t a discrete... read more →
NOTE: I would like to thank guest blogger Kevin Condon for this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally applicable to any... read more →
All of us must be leaders. But before we can lead others, we must first lead ourselves. Dr. C. Otto Scharmer of MIT’s Presencing Institute points out that the etymology... read more →
If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
