Your Number One Resolution for 2017

The singular focus of this blog centers on becoming more aware of ways we can connect with clients when life is challenging. Issues like divorce, loss of employment, chronic or terminal illness, family challenges, and scores of other issues all elbow their way into our practice. And when they do, how do we respond? That said, the last impression I want you to have about my approach to all the above is the suggestion that …

‘Tis the Season

It took a bit of coaxing and patience, but three weeks ago, Kathie and I received “Santa’s List” from our grandchildren’s parents.  Gift lists look different than what we once scribbled on dog-eared index cards.  With our family, the parents created an on-line document they shared with the in-laws, aunts, uncles, and yes, the grandparents noting the specifics of what our crown jewels want.  It couldn’t be any easier.  With “Deck the Halls” droning “tis …

The Holiday Blues

With the holidays upon us, we in the financial services business are wrapping up what has been a stellar year in the markets. We have seen double-digit gains in equities indices while managing a difficult fixed income environment. 2016 will be remembered always for the election of Donald Trump as our 45th President after a contentious and often ugly campaign. Some of our clients come to the end of the year with more blessings and …

THE POWER OF PERMISSION

You would think that working with and being around adults most of the time would free us from needing to ask anyone for permission to do anything. With maturity comes autonomy, with autonomy more responsibility, and with both of those, a sense of self-actualization that is freeing, right? Maybe not. Several years ago, a new client stopped by the office to sign a couple of forms. He had, some two years earlier, bid a tough, …