Crises of any kind usually require all of our attention at once. After the immediate emergency or threat passes and the brain stops pinging, reflection is possible; such was the case for me in the months following September 11, 2001. It had taken a while for the shock to wear off, but when it did, my perspective was irreparably altered and my sense of urgency was acute – for a time, anyway. On that fateful day, the World Trade Center was quite a distance from my midtown office. I (along with Read on...
Living with Money Podcast
Recently, I had the pleasure of speaking with Tim Mullooly, the host of the Living with Money podcast. There are plenty of times when I feel like I'm railing against the system, and that the industry is in need of a fire-hose spray down, but when I speak with fellow advisors who are doing right by investors it lifts me in ways I can't adequately describe. Such is the case with Tim. He and his family have their own fee-only registered advisory firm, Mullooly Asset Management. They built Read on...
We Are ALL Teachers
Weeks ago, I found myself writing testimony I would deliver before the House Financial Services Subcommittee on Investor Protection, Entrepreneurship and Capital Markets. The topic was examining the SEC’s Best Interest Rule to see if this “replacement” for the fiduciary rule could ensure that investors’ needs would be put first by financial professionals. Sorry to say, I felt like Dorothy in the Wizard of Oz after the curtain was pulled back – horrified at the bullying and cowardice on Read on...
Your Creative Solution
I had the pleasure of interviewing Gabriela Pereira for On Her Mind podcast. While her business focuses on writers, her message is universal: Our mindset can greatly limit our creative spirit. I first encountered Gabriela when her book, DIY MFA (Do-it-yourself Master’s in Fine Arts) was released. As one who loves to read and write fiction, her ability to boil down the critical components of this coveted degree intrigued me. When would I find the time to pursue this degree? Read on...