• Improving Your Investment Process

    Investing requires a solid understanding of economics, business and human nature. Essentially there are two main parts to investing: 1. The Science Side and 2. The Human-Nature Side.
  • Doing Your Who Diligence

    I spend a considerable amount of time reading and learning, often about investments. I appreciate the human nature of it; as well as finding out what makes certain businesses special...
  • The Secret to Happiness—Giving Back

    In life there is no total happiness, though many have done research and others have theories on how to better achieve it. I have spent a great amount of time reading about happiness as it relates to leadership and success.
  • Gain a Sense of Direction

    If we don’t know where we are going, and we don’t know what we are doing, who is going to follow us? My son had an opportunity to attend a horse leadership school. His instructor suggested he take the course and he said, “What do you mean? What kind…
  • Aligning with Mentors—Learn From Others’ Successes and Failures

    I am never shy about sharing my mistakes because we learn so much more from what went wrong than what we did right. So, I often reflect on situations where the outcomes were not that great and try to figure out why.
  • Constructive Criticism—Help, Don’t Hurt

    We can all learn from the successes of others, and from their mistakes—or at least we should try. By watching how some accomplished individuals operate, we can take away lessons and try to avoid repeating errors that can cost time, money, relationships and reputations.
  • Play to Your Strengths

    What do you do really well? What do you love to do? What skills, talents or abilities do others recognize you for? These are important questions for businesspeople, and any individual, to ask when developing their skills, talents and abilities.
  • A Commitment to Continuous Learning—and Sharing

    Continuously learning various aspects of life is an important discipline that I have committed to and asked our associates to commit to as well. This can include learning about your profession, community, industry, business and your clients so you can improve and…
  • Peak Performance - Five Suggestions

    As leaders, the way we lead is influenced by what we read, experience and learn. We learn some from our successes—but we learn significantly more from our mistakes. We can also learn from others who are successful in their specialties.
  • Intellectual Honesty—Reflect on Mistakes & Learn from Mentors

    Ray Dalio's famous prescription for progress — “Pain plus reflection equals progress” — is important to remember in every aspect of our lives, in our work, family, business, investing and relationships.