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The Great Reset

A couple of weeks ago in my newsletter for financial advisors I wrote about our current situation being “The Great Reset”—I know I’m not the first person to use this phrase, although I don’t remember seeing it anywhere before it hit me. In the newsletter I explained how this slow down in life, despite the inconvenience and frustration it might…

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#RunWithMaud

Yesterday, Wednesday, May 6th 2020, the video of the murder of Ahmaud Arbery auto-played on my Twitter feed, and I have not been able to get it off my mind. If you have not seen it, I don’t encourage you to seek it out–all you need to know is you can see Ahmaud fight for his life, try to run…

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The Importance Of Mentors (From The Advisor Of Tomorrow)

This morning I wrote a post over on The Advisor Of Tomorrow about the importance of mentors for financial advisors; the reality is, good mentors are important for everyone. We often associate mentors with our professional lives but we can all use mentors in our personal lives as well–parenting, marriage, spirituality, fitness, etc. As I shared the post with my mentors,…

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The Second Best Time To Plant A Tree…

You know that old saying, “The best time to plant a tree was twenty years ago. The second best time is now.”? Well, the same can be said for preventing/containing the coronavirus. Hindsight is still undefeated and we should have moved sooner to combat the spread of the virus, but just like planting a tree, we can’t go back in time…

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The Gift Of Time

As I have been rearranging my calendar to move in-person meetings to Zoom and phone calls, I’ve realized that the response to the coronavirus is giving us all a gift—the gift of time. How many times have you told yourself you’d do something if you just had more time? Get to the gym more. Make healthier meals. Spend more time…

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Life Lessons From The Pursuit Of Happyness

This year we started a new New Year’s Day tradition…watching The Pursuit Of Happyness. I don’t remember how the idea came to me—I can’t remember if I saw it flipping through YouTube TV or if it just popped in my head, but I found it on Netflix and put it on as I made breakfast for everyone. To my surprise,…

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A Month Off Social Media

Today marks my first day back on social media since the end of October; inspired by my friend Dasarte Yarnway’s 40 days fast, I decided to give up Twitter, Facebook, and Instagram for a month. Haters are going to say that I didn’t have a true social media fast because I still posted throughout the month—and I get that. But…

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Happy Thanksgiving

It’s that time of the year where we reflect on the people and things we are most thankful for; we should all follow Tyrone Ross’ lead and practice more gratitude and not wait until Thanksgiving to be thankful. I try to let those I love and care about know how much I appreciate them, but I can always do better.…

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NYC 2019: A Trip Of A Lifetime

Traveling to New York City in November has become an annual pilgrimage. My first trip to NYC was back in 2015 for the inaugural Evidence-Based Investing conference put on by the Ritholtz Wealth Management crew. That trip was not only my first November trip, but it was my first trip to NYC…ever. Let’s take a trip down memory lane… 2016…

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Living A Life Of Congruency

“Your values and what drives you, your passions, are congruent with how you live your life.” -Mindy Diamond This morning I was getting caught up on recent podcasts and I finally had a chance to listen to Josh Brown on Mindy Diamond’s, “Mindy Diamond On Independence: A Podcast For Financial Advisors Considering Change” and enjoyed every minute of it—I’m a…

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