Leadership

June 17, 2022

To the inventors of the “dad joke”, we salute you! Happy Father’s Day!

Every Father’s Day, we celebrate our dads. We recognize all the things they do for us. We recognize the example they set through their work ethic, their character, their strength, their patience, and their love. In short, we celebrate the best qualities that dads have to offer. But are we leaving something out? Are we forgetting to appreciate the most revered, time-honored aspect of all time? We’re referring to, of course, The Dad Joke. Dad Jokes, as you know, fall under the “so bad it’s good” category of humor, a much-beloved tradition of dads everywhere. So, in honor of Father’s […]
June 2, 2022

Remember and Honor

When you were young, you may have asked your parents why we observe Memorial Day. While some people use it as a chance to throw a backyard BBQ, others take the time to visit cemeteries, pour over old photographs, or read the stories of those who died serving our country. “But why?” It seems like such a sad holiday. Why do we do it? We’d like to show you something you’ll never forget. It’s a speech given by President Dwight Eisenhower – and if there’s any president who understood the “why” of Memorial Day, it was surely Ike. It’s an […]
September 1, 2021

What To Do in Retirement and Why it Matters

It’s finally time to retire. Now what? Do you spend time on the golf course? Are you looking forward to spending your days with your grandchildren? Do you already have a month-long vacation booked to Europe? Retirement looks different for everyone. It largely depends on age, lifestyle preferences, and personality. It’s about freedom and carefree days, right? So why does it matter what you do during retirement? The truth is that the days during your retirement matter just as much as the days preceding it, especially when it comes to your finances. Here are some tips on what you could […]
July 20, 2021

Rethinking Forward

‘Rethinking Forward’ has been a life-long pursuit of study that began in college, continues fervently today, and will continue for the remaining time that I’m on this beautiful and amazing blue and green planet. ‘Rethinking Forward’ means going against the crowd, skating to where the puck is going to be, avoiding groupthink, and looking for the true meaning in the investment markets. In planning for being work-optional, it means not using the last 48-hour news cycle to plan for a 30-year retirement. Or to put it another way, it’s avoiding the recency bias of current information in making long-term decisions. […]
June 17, 2021

How to Be Happier in Your Retirement

It’s not all about the money. Yes, money is important, but the quality of life determines how happy you are when you’re retired. Here are some things you can start doing today to prepare for a happier retirement. Zig Ziglar once said, “Money isn’t everything, but it sure ranks right up there with oxygen.” While having more money than you need in retirement is comforting, more and more of the 80+ million boomers that are marching into being work-optional are realizing that it’s not all about money.  This report will highlight eight areas that you can target to have a […]
September 25, 2020

Coronavirus Cybersecurity

Everyone knows that the coronavirus has changed how we live, work, and play. As a result, people are spending more money and time on the internet than ever before. In fact, some experts estimate that Americans are spending 30% more money online1. Meanwhile, social media, teleconferencing, telehealth, and mobile payment services are playing an increasingly important role in our daily lives. Many of us are even doing our grocery shopping online! The internet makes it easier to do more things from home than we ever thought possible. But with this added convenience comes an added risk: The risk of exposing your identity and financial information […]