My Views
Every letter.
12 letters, newest first.
Mothers and Fathers: Twenty five years since September 11
For those of us who were there, it is not the past. It is a Tuesday morning we can still see.
2 min readThe Man With the Mustache
That is the man who was standing by himself at the edge of the room while everybody else was inside taking pictures of the people on the stage.
4 min readFamily Is Our Business
So when someone sits down across from us and tells us what they are carrying, there is a question we ask, and we ask it every time. Who is taking care of you?
10 min readBuilt on Rock
Which means the only real test of a firm is what it does on the days when showing up is expensive. Anyone can be steady in a good quarter.
4 min readMy Views on Thanksgiving
We have so much, not things, but most importantly we have our relationships with each other.
1 min readMy Views on Easter
The last words Jesus spoke were “It is finished.” My promise to God, my family, my friends, my community is to “Finish Well.”
5 min readA passionate life
The financial service business by nature is transactional, but to build an independent, multi-generational business you must cultivate transformational relationships with your clients. They become part of a community, a family.
4 min readMy journey in faith has just begun
I view everything I do through the lens of Christ. This transformation is making me a better person, a better father, a better friend, and yes, a better financial advisor.
3 min readWhat the Tour de France can teach us about investing
Being a good investor, like cycling, isn’t easy. It requires patience, determination, discipline, and trust in the team.
2 min readLessons Learned During the Pandemic
Perhaps the greatest lesson I learned during these troubling times has been to always remember my why.
2 min readExperience isn't the best teacher
Even the best of the best never stop learning. In fact, being a lifelong student might just be the first principle of becoming a great investor.
2 min readThat shiny red Ferrari
But, one can't expect a minivan to drive like a Ferrari or a Ferrari to provide the benefits of a minivan... two different things.