Money Mindset – Tool vs Master
Money is a great tool—right up until it starts acting like it’s in charge. Most of us don’t set out to let money call the shots, but it can slowly
Spring Newsletter 2026
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Christmas Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
The Fed’s Balancing Act
Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips
Fall Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Summer Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Christmas Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
Fall Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan gives
Lessons from the Links
One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with