"Picture this: a life filled with genuine joy, meaningful connections, and a deep sense of purpose. As the Dalai Lama famously said, 'The purpose of our lives is to be happy.' But in a world often defined by stress and uncertainty, how do we truly cultivate happiness?" One of the...

When we started this blog, we intended to offer some insight and perspective gained from working with people over the last 40 years. Today, one of my concerns is the media (traditional, social, the internet, news services, etc.), its impact on how it makes us feel, and the actions we...

So, it's official. It is the end of January, and any resolutions we’ve made, though begun with the best of intentions, have ended. Through extensive research (I googled it), I have found that most resolutions fail because we like the idea of our resolution but have not included why we...

The story of the wealthy boy and his transformative trip to the countryside is a powerful reminder that true wealth lies not in material possessions, but in the richness of our experiences and the depth of our gratitude. The father's intention to show his son how "poor people" live backfired...

For those we are fortunate enough to work with, you may see my team and me as your financial group, money manager, financial planner, and maybe your money guru. All those titles fit, and I hope you agree that we are very good at our work. You may not realize...

We all know life is full of challenges and uncertainties. There are times when we may face situations that make us feel overwhelmed, stressed, and hopeless. Whether it’s a personal crisis, a global pandemic, or a natural disaster, we may feel like everything is falling apart and there is nothing...