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
The Importance of a Team
“Great things in business are never done by one person. They’re done by a team of people.” -Steve Jobs I’ve always loved being part of
They Didn’t Change the Locks
I recently returned from taking the most time off all at once that I have ever taken. I left on May 27 and returned on
Let Me Be Perfectly Clear…
It seems that ever since Linda announced that she is retiring at the end of this year, I’ve been getting a lot of the “When