Four Keys to Flourishing
A bank I worked for paid an advertising agency hundreds of thousands of dollars to come up with a new slogan to excite customers. It was a big deal. The […]
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Newsletters
Retirement DAshboard Part II
I’ve been enjoying a Western Philosophy course the last couple of weeks. It started with that fascinating scene in Plato’s Allegory of the Cave. You might remember it. There are
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Prophets, Predictions and Your Money
When I was growing up my parents took me to a church where I heard a lot of scary sermons. Perhaps taking a little too much liberty with some symbolic
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Pandemic Lessons
One of my favorite quotes that sums up last year is, “2020 is like looking both ways before crossing the street then getting hit by an airplane.” I just got
how the best story wins
I was fascinated to read about an author named Yuval Noah Harari who has sold over 27 million books. His bestselling book is called Sapiens, which is an anthropology book
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BEst reads in 2020
Not everything about 2020 has been bad. As I look back on this year of self-quarantine madness, I see that I was able to get in more reading of quality
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Baseball, Poker and Investing
I would love to go back to the days when baseball analytics were only as sophisticated as Yogi Berra who said, “Baseball is 90% mental. The other half is physical.”
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Never waste a pandemic
“It was the most stressful time of my career, but also the most rewarding!” I’ve heard this comment, or some version of it, from many bankers over the past few
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The Jedi view of money and the dark side
“Capitalism might be the root of our racial problem in this country,” said the lady on the phone a couple of weeks ago. She was leading a diversity training program
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Maybe They Aren’t Crazy!
Before getting into a new topic today, I wanted to give you a short update on the progress in spreading the news about managing money the Smart Money with Purpose
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