Intentional WealthGood morning & happy Monday! “Nothing changes if nothing changes.” – Donna Barnes My friends, I have an exciting announcement this morning. Starting this Friday (November 21st) and going through all next week (the week of Thanksgiving), the parking lot of Intentional Wealth will be repaved and thus the office will be closed. The team […]
Good morning & happy Monday! “Suitability means selling a suit that fits you. Fiduciary duty means it actually has to look good on you.” – Michael Kitces One thing that is discussed frequently in financial circles and I am personally asked regularly is, “Are you a fiduciary?” For me, the answer is YES. I have […]
Good morning & happy Monday! “If you aren’t grateful for what you already have, what makes you think you would be happy with more?” – Roy T. Bennett Recently I have become fascinated with the topic of diminishing marginal utility. I know that sounds super nerdy … well, it kind of is … but it’s […]
Good morning & happy Monday! “We are big fans of fear, and in investing it is clearly better to be scared than sorry.” – Seth Klarman With Halloween being this Friday, I was thinking about things that are scary. Now, we all have different things that scare us. As someone who enjoys adventure, I find […]
Good morning & happy Monday! “There is nothing more expensive than chasing a dream that is not yours.” – Unknown My friends, I am constantly diving into financial learning. This is an industry I have been in since I was 18 years old and I still love to dive in and learn more. I attend […]
Good morning & happy Monday! “Life can still be beautiful, meaningful, fun, and fulfilling even if things don’t turn out the way you planned.” – Lori Deschene A few weeks ago, I told you about one of my adventures on my recent Alaska trip, a day long cruise where we had very rough seas but […]
Good morning & happy Monday! “Our fears can cause us to miss out on a lot of experiences and golden opportunities. Don’t let your fears rob you of your life.” – James VanPraagh Two weeks ago, I sent my Monday morning memo on Saturday instead of Monday as I was traveling. I had the incredible […]
Good afternoon & happy Saturday! I’ll be traveling on Monday morning so I wanted to get this memo out in advance. “Inflation is like toothpaste, once it’s out you can hardly get it back in again.” – Karl Otto Pohl Last week I shared about how couples met for the last roughly 100 years and […]
Good morning & happy Monday! “Perfection is not attainable, but if we chase perfection, we can catch excellence.” – Vince Lombardi I recently came across a couple of different postings on X (formerly Twitter) that got me thinking. Here’s a link to the first one … (16) Defiant L’s on X: “How couples met 1930-2024 https://t.co/YlYL0dmhLT” […]
Good morning, happy Monday & happy Labor Day! “Whatever you want to do, if you want to be great at it, you have to love it and be able to make sacrifices for it.” – Maya Angelou As we enjoy this long weekend, with barbecues firing up and the unofficial end of summer upon us, […]