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Where’s the Beef?

Where's the Beef? Remember that ad from Wendy’s? It made us laugh, but it also made us question the quality of the burgers we were consuming at the time. Wendy’s focused on the quality of their [...]

Preserve Your Reserves

I do like simple things. There is no truer test of a genius then someone who can take something that is seemingly very complex and reduce it down to a simplicity. One of the reasons I admire private practice health [...]

Why Diversification is More Important than Ever

As I begin to write this article, I’m sitting on my couch at 6:21 a.m. watching Bloomberg TV on mute as the top news and market indicators dance across the screen. It’s the same old thing: political trouble, public company [...]

What makes you so special?

What makes you so special? You are special because, unlike the average person, you are a private practice owner. Owning your own practice makes you special when it comes to financial planning because your practice is [...]

If the analytics are boring, then you’ve got the wrong numbers

I was never much of numbers person, which may sound like a contradiction coming from a Financial Planner. I happen to have the viewpoint that the attainment of REAL financial freedom is achieved primarily by your consistent good habits, attitudes, [...]

9 Steps to Engineer Future Success

Every professional in private practice will transition out of ownership at some point during his lifetime, by force or by choice. Transition planning, however, does not only mean the transaction of selling a business – IT IS MUCH MORE THAN [...]

Private Practice Professionals: Pay Yourself First!

Part of my responsibility as a Financial Advisor is to observe and communicate what successful actions you as a private practice professional can do to ensure your financial future is certain and secure. The first step on your journey to [...]

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