Market volatility can feel like riding a rollercoaster: thrilling at times, but also nerve-wracking and unpredictable. When faced with sudden drops or unexpected gains, it’s easy to let emotions take control. However, one of the most important lessons in investing is...
On Wednesday, April 2nd, President Donald Trump unveiled plans to impose some of the most aggressive tariffs seen since the 1930s. This announcement sent the United States stock market into a state of turmoil. Within two days of the big news, the S&P 500 lost over...
“Do I contradict myself? Very well then I contradict myself, (I am large, I contain multitudes.)” —Walt Whitman, Song of Myself We live in a world that loves clarity. Pick a lane. Make a plan. Stick to it. But real life—and real financial planning—isn’t that neat....
Attending conferences and expos can be a fun and energizing way to meet new people in your industry, learn about emerging trends, and form valuable business connections. However, these events can also be time-consuming and expensive, so it’s important to prepare...
One of the most common questions advisors ask me as a Chief Marketing Officer is, “Where can I get custom-branded materials printed or order logo products to help promote my business?” Whether preparing for a conference, meeting new clients, or simply building a...
Budgeting and ultra-endurance racing might seem like two completely different challenges, but they share a fundamental truth: success comes down to strategy, discipline, and long-term vision. When I ran the Spartan 50K Ultra, I learned lessons that apply just as much...
