Follow the sniff, sip and gulp model In today’s time-pressed society, you only have a split second to convince someone to read what you have to say. …

These are not the easiest of times. So many anchors of security in our lives seem to be disrupted. At times like these people tend to react in one of two ways: (1) throw the covers over your head, or (2) dig in, do the hard work and show a…

First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. …

With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. …

Inflation Worries Inflated? Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. …

Having a bylined article in your name is one of the most effective ways to establish credibility in your industry and to position yourself as the go-to expert in your area of expertise. It also makes you a magnet for podcast producers, speaker bureaus and conference organizers seeking articulate experts. …

Rarely a week goes by when someone doesn’t send me a link to an article in The Wall Street Journal, Forbes, Business Insider or Barron’s that’s written by someone they know — often a competitor. “What do I have to do to get in there?” they ask me with exasperation…

Two thirds of advisors (68%) who responded to our weekly Insta-poll believe this Holiday season has been more stressful than usual from both a business and personal perspective. So, after another difficult and stressful year, don’t beat yourself up for overeating, overspending, over-pouring and oversleeping a little during the Holiday…

Now is the time of year when it’s easy to get distracted with Holiday preparations, travel plans, social events and shopping. But for families with chronically ill children, it’s the farthest thing from their minds. Chances are you work with some of those families. Our client, Mindy Neira, CFP®, Chartered…