In 1976 I went to work as a stockbroker. Five other brokers and I shared a bullpen, the perfect Petri dish for the Herd Mentality. Every two desks shared a stock quote machine. We were in constant earshot of each other and “dialed for dollars,” almost in unison. When one of us hit a dry…
We get this question often. A client will have just received an inheritance or sold a piece of property and has a lump sum of money. Or maybe they have just received a raise or paid off a debt and now have a higher monthly cash flow. “What do I do with this money?” can…
For the last 5 years I’ve had the privilege of mentoring a few young men. And by mentor, I mean they are younger and more interesting than me so I tag along on their trips and we share life together (I’m talking about you Tice, Tom, and Pearce). I wanted to write a letter of…
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