I’ve been looking back at some lessons I’ve learned as a way to celebrate 20 years with my firm. Some lessons are good for investors, some for owners or
I’m not successful. Well, I’m not stellar, at least according to the metrics of many studies I’ve participated in. What’s a metric? It’s a standard of
Generally I am not paid by the hour. Instead, my pay is based on the amount of investment assets I am managing for a client. So whether I work 20 hours next
Back when I was a kid, there was a sport called Figure Skating. Heard of it? Maybe the artistry and athleticism you get to see at the Winter Olympics included a
“Hey Doc, I’ve got this pain back here.”
Those of you in the medical profession have heard this and other conversation starters at parties, while shopping, in
Last week I introduced the African Daisy. Actually, I introduced what a friend of mine told me about her African Daisies. The topic not only became the basis
African Daisies.
Why the heck is Gary talking about flowers, you might ask. Well, it is something of a challenge. Upon hearing I was going to write some
This week, I continue my discussion about lessons learned in my first 20 years of business. Although everything I read about when a financial advisor should
This is the 2nd installment of musings on the 20th anniversary of my firm, Personal Money Planning. Today I want to talk about marketing. Even if you don’t run
For the next several weeks, I’m going to look back at my career and espouse things I’ve learned. No, I’m not retiring; I’m not dying (which would be a
For the next several weeks, I’m going to look back at my career and espouse things I’ve learned. No, I’m not retiring; I’m not dying (which would be a
When is a retirement fund not a retirement fund? Apparently, when it’s inherited. At least that’s what the U.S. Supreme Court ruled back in June. There was no
