Grief’s Many Faces

The further my life’s journey extends into its seventh decade, the more I seem to recognize the reality of loss within myself and others. Someone older told me some three decades ago there would come a time when I would read the obituary column with as much interest as the front page. That day has come as more of my own generation are writing their final chapters. Recently, Paul Allen became the most notable. Both …

Lives at Mid-Story

One of the crippling temptations advisors face is assuming a prospect or client’s story began when we showed up. Such hubris would be like finding your seat at The Met halfway through Act 3 of Verdi’s “Aida” unaware of the deadly triangle between the warrior Radames, the spurned Pharaoh’s daughter Amneris, and the Ethiopian captive Aida. As operas go, it gets complicated as the lovers Radames and Aida die in each other’s arms, welcoming death, …

Future Big-Past Small

Guest New York Times columnist Carl Richards, CFP® has a take on life all of us would be wise to heed. Published recently, his “Your Future Should be Bigger Than Your Past. Here’s How to Do It” takes on an enigma that stares advisors in the face every day. How so? In discussions, we raise issues from conversations past about health, career, family, retirement, and data that may leap off a statement. The past holds …