Word of the Week: Optimism

It’s hard to be optimistic right now. We live in a world full of uncertainty, fear, hurt, pain. I’ve all but stopped going on social media or turning on the news – it just feels like too much. And then I feel slightly ashamed to have simply put my head down to do the job…

Word of the Week: Resilient

I finally admitted to myself that I’m feeling a bit depressed by all this coronavirus talk and quarantining. Like so many, I feel the stress, I miss having the outlets I’m used to, I’m tired of seeing people through Zoom and masks. And the fact that there isn’t exactly an end date to this “new…

Word of the Week: Gratitude

I want to take a pause from all my investment and financial planning commentary to breathe a bit of gratitude into our lives. These remain very difficult times, as the unknowns of a post Covid-19 world still look murky at best. When will a vaccine come? When can I get my kids out of the…

Coming To You From My Home During COVID-19 Quarantine

“Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full operation. Wanted to send our best wishes to you all. Sincerely hoping everyone is staying safe and sane during these difficult times. We’re here for you to make sure you’re caring for your financial…

The “Next Smallest Action” Formula

I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone looking to start his own business while already working full-time, a young man who recently changed careers but also with a new baby, she unexpectedly lost her father and needs to settle the estate, he wants…