Uncategorized

April 15, 2018

Paid to Think

David Rock, in his book Quiet Leadership: Six Steps to Transforming Performance at Work, shares the secrets he’s learned to become a fantastic leader.  And this doesn’t imply that as a “leader” you own the business, it implies that you work with people.  That you lead people; a group, a team, a division, a company, or a project.  This book is for those times when you are called to lead.  (And if you are a Mom, Dad, Wife, or Husband, then you are a leader by default! 🙂 In today’s world, more people are paid for their brains, not brawn.  As […]
April 14, 2018

The USA vs China & the World

If you just listen to all the hype about China. You’d be convinced they are going to take over the world. There’s so much talk today about their incredible growth rate and the power of their economy; we may forget just how good we are doing in the US. Yes, it is amazing how quickly the Chinese government has forced their growth pattern. They’ve literally flooded millions of people from their hometowns with the Three Gorges project and forced them to move to the city. They are relocating 250 million people, according to a NY Times report, from the countryside to the city, […]
September 7, 2016

Growing Your Money

August 31, 2016

Funding a College Education

August 9, 2016

Second Opinion Service with TRUE

When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement? How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, […]
July 6, 2016

The Big Picture of Diversification

The Big Picture of Diversification: A Lesson on the Golf Course A few years ago, I was out playing golf with some friends.  We had decided to play the Overland Park West course that winds through the upscale Nottingham by the Green neighborhood.  On this particular afternoon the weather was quite wonderful; 75°, slightly overcast, very light breeze, with mild humidity.  We began by taking our tee shots on the first hole. As with any tee shot, you must always think about your second shot.  You must be mindful of trees, traps, hazards, and in the case of this course, […]