New Job

You or someone you know may be contemplating a job change this year.  This is no small decision as I learned firsthand when I left my employer and founded a company in 2019.  There are many factors to consider in a new role.  The three themes below (there are more)...

Inflate – what?

Seriously, take a deep breath and relax, inflation is not as scary as it sounds….IF you have a plan.  Every media outlet and newsfeed I see today seems to be sounding the alarm on rising costs.  That’s what inflation is, the same stuff we purchased yesterday that now...

Adventure

We distributed our annual shareholder letter to clients this week.  It’s something we do each January to reaffirm our guiding principles, provide reflections on the past year, and share updates on our practice.  We feel good about our work and the impact it’s having...

Head Start

Here’s one step to take now to get a financial head start on the new year!  Create a balance sheet that tallies everything you own and all that you owe.  Paper and pencil work well, however I’ve found digital copies more valuable.  The value of a balance sheet is to...

Rat Poison

Nick Saban, head coach of Alabama’s football team, often refers to storylines and journalism, both good and bad, as “rat poison”.  He recognizes what’s written or said in the media will be a distraction to his players, coaches, and staff.  Wisely, he understands this...

Accountability

I love getting my progress reports each week from Fitbit! Generally showing up each Tuesday morning via email providing me insight from the last seven days of activity. My favorite metrics are my average hours of restful sleep and resting heart rate. There are lots of...