“I will not follow where the path may lead, but I will go where there is no path, and I will leave a trail.” – Muriel Strode Do you feel pulled in different directions when a new bright shiny object appears in your life? Are you compelled to jump on the bandwagon, right along with […]

I’m now 30 months into my new career, and I’m loving every single day. As a lifelong learner, I find the nuanced topics of financial planning and investment management to be a limitless sandbox, or perhaps more like an underground cave system. Where’s the bottom?! Nobody knows! Despite that complexity, my colleagues and I help […]

“Being ignorant is not so much a shame, as being unwilling to learn.” ― Benjamin Franklin Do you find yourself amazed and even speechless when someone you know doesn’t know what you believe to be ‘common sense?’ You think something is so basic that the entire planet surely knows that ! Well, guess again. As […]

What excites you most – successfully following someone else’s rules and template, blazing your own trail and bringing something new to the world, or some of each approach? As the oldest of three sisters and whatever natural wiring I have, trailblazing has consistently been my happy place, with rare exceptions. In each of three careers, […]

“No Budget Now 5 Solutions for You and Your Buyers  “Wealth is not about having a lot of money; it’s about having a lot of options.” Chris Rock Who among us hasn’t heard those words, “No Budget Now,” from someone who seems to be the ideal client for your products or services? Or was that […]