Sunday, November 30, 2025

Test Drive Resolutions Now Before Committing in 2026

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As humans, we’re not very good at keeping promises to ourselves. Take New Year’s resolutions. Year after year we tell ourselves this lie: “A...
Wednesday, October 22, 2025

Why Write a Book?

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Now is the time of year when financial professionals start planning and budgeting for 2026. Many of you have told me you’re “finally ready t...
Tuesday, June 10, 2025

You Can Never Be Too Clear

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Early in my career I worked in business development. I once asked my boss if I was following up too often with a prospect. Her answer: “If I...
Monday, May 19, 2025

Are Your Forgetting 'For Example' When Writing or Presenting?

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One of the great things about our business is that we get to work with some of the smartest minds in accounting, wealth management and estat...
Tuesday, April 15, 2025

What the Final Four Can Teach the Big Four About a Winning Culture

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Last week’s post ( March Madness, April Sadness Biases for Investors and Hoopsters Alike ) generated more feedback than usual, so I thought...
Friday, April 04, 2025

March Madness, April Sadness Biases for Investors and Hoopsters Alike

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Maybe because the rest of the world is in such turmoil, the basketball gods gave us an eerily predictable and uneventful NCAA Men’s Basketba...
Wednesday, March 26, 2025

This Word Literally Cramps Your Credibility

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Standing in the coffee shop line the other day, I couldn’t help overhearing these cringeworthy conversations around me: ·         "OM...