When the Headlines Won’t Sit Still

  It feels important to start here. Before we talk about markets or money, it’s worth acknowledging what’s behind the headlines recently. The events we’ve seen in the Middle East…

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Which “CEO” Are You?

  There are two CEOs in most affluent families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and financial make-up…

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Stop Swimming with Sharks

  Just before I went out for a mile swim in the waters of the Gulf of Mexico, my non-swimmer friends panicked about me swimming with sharks.Off the coast of…

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Failing Forward to Success

  Thomas Edison was both hearing impaired and fidgety. He only lasted three months in school where his teachers said he was “too stupid to learn anything.” He was eventually…

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Who’s On Your Team?

  As many prepare to watch the Super Bowl this coming Sunday, it’s natural to think about teamwork. Without it, neither the Seahawks nor Patriots would be where they are…

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When the Headlines Get Loud

If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The threat of…

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