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Insights from our team of CFP® professionals.
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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