Monthly Archives

June 2016

Pursuing dreams

By | Dreams, Finance, Mindset, Motivation, Planning, Retirement | No Comments

So its been an interesting few weeks both in my client interactions and my travels or personal pursuits. One major theme is in motion. I’m seeing clients make progress towards dreams and openly sharing them with me. It doesn’t get any better than this. It gets me all fired up when I get to see them taking action on commitments to dreams they have. From Beth’s new floors in her home and seeing all the MLB ballparks, to clients getting married, to clients getting engaged, to clients having babies, to clients retiring, to buying or starting new businesses, to selling their businesses and the list goes on. Everyone has their own position and phase but one common theme has continued to show up; clients are pursuing dreams.

I’m constantly having conversations with clients about what their BIG dreams are and what they are making progress on. I think this is where the rubber meets the road with all that fiscal saving — the pursuit of your BIG dreams! So…what dreams are you pursuing? I would love to hear about what you’re working on or pursuing this year!

Buffett’s Bet & The Average Investor

By | Finance, Planning, Retirement, Strategy | No Comments

At this year’s Berkshire Hathaway Annual Meeting Warren Buffett highlighted the current status of his $1 million bet he made with a hedge fund manager. You can check it out here. In this video I show where that bet stands and what’s to be learned for the average investor from this competition.