Archive for February 2024

The movie, The Bucket List, starring Morgan Freeman and Jack Nicholson, popularized the now widely popular term. Our “bucket list” gives us a way to make sure we accomplish everything…

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. 1 And then tumbled as investors got jittery. 2 Then yo-yo’d a…

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a…

“If you fail to plan, you plan to fail.” We all know this, right? And yet proper planning—in every area of life—remains one of the most commonly shared universal struggles…