AI Saves Time. We Just Spend It On More Work.
August 4, 2026
For the past six months, I've been asking every leader I know the same question. Has artificial intelligence saved you time?
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Resources · Blog
Insights from our team of CFP® professionals.
August 4, 2026
For the past six months, I've been asking every leader I know the same question. Has artificial intelligence saved you time?
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August 3, 2026
Hiring has always been about getting the right people in the right seats. That has not changed. What has changed is that one of the biggest dividing lines…
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August 1, 2026
Somebody shared an image with me a while back that I can't get out of my head. They were talking about a tilapia farm.
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July 31, 2026
Most people are not really living their life. They are drifting through it…
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July 17, 2026
I failed the CFP® exam the first time. When I was going through the CFP coursework, my class used to get together on Friday nights…
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July 16, 2026
Over the years I have developed five questions that I ask myself, other leaders, and my team all the time…
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June 12, 2026
Ask most people that and they cannot tell you. I can. As I write this, I have about 1,960 weeks left, give or take…
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June 4, 2026
The question I am sitting with this week is the same question Mark gave Matt. The same question I want to leave with every leader…
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May 29, 2026
Documents on a shelf do not change you. You need a daily practice that turns those documents into who you are today…
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May 24, 2026
I just finished whitewater rafting on the Upper Yough with my integrator, Timothy. Once a quarter, he and I block off an entire day…
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May 21, 2026
Gas prices are not nothing. They are also not the emergency the sign at the corner makes them feel like…
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November 28, 2025
Many people proudly manage their own investments. But just because you’re comfortable managing your portfolio doesn’t mean your spouse feels the same…
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November 26, 2025
Fourteen years ago, on Thanksgiving Day, November 24th, 2011, my father was called home to be with God. Today would have been his 77th birthday…
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November 21, 2025
When it comes to investing, you’ll often hear people talk about bull markets and bear markets. But what do those terms really mean…
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