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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How to Lend a Helping Hand
The joy of lending a helping hand to someone can be unexpected. The other day I got an email from an old friend who had gone through a personal finance …
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 …
Teach the Children Well
I’m not much of a bartender. But when my wife and I hosted an art show in Missoula for a friend, I got the chance to serve wine while meeting …
Running and the art of investing
When I think about investment advisors selling high fee products it brings to mind the story of two politicians who were shouting at each other. One of them stands up …
The Great transition: From creating wealth to preserving it
Have you ever noticed that the skills and actions that can get you to a place where you can retire from full time paid employment are quite different from the …
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How to find Hidden Treasures in a low interest rate world
He can’t even run his own life; I’ll be damned if he’ll run mine. Jonathan Edwards, Sunshine Go Away Today (1970) I hate it when I sense someone is trying to …
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