Career

Helping Clients Know When to Let Go

As advisors, we’ve all come across clients who are the founder and leader of their companies, and felt like it was never the right time to let go. Last week I was listening to a great story on NPR about whether Founder CEOs have a shelf life. It focused on the concept of transition as the Co-Founder of Peloton John...

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In One Shining Moment 2022

March 13th begins March Madness, the NCAA men’s basketball championship tournament. From then until the final game is played on April 4, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking – to craft into a video montage played at the end of the tournament over one of the...

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The “Favorite Uncle” Standard of Care

Fifteen years ago, my parents were running three businesses and, within a three-month period, each of them was diagnosed with cancer. Dad with late-stage colon cancer, mom with mid-stage breast cancer. They were suddenly in over their heads, and everything began to unravel. I lived in another state and, like many of...

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In One Shining Moment

This week begins March Madness, the NCAA men’s basketball championship tournament.  From now until the final game is played on April 5, film crews will be capturing the most memorable moments – from the joyous to the heartbreaking - to craft into a video montage played at the end of the tournament over one of the...

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Taking Back Your Life

  Have you ever been to a restaurant with a sushi train?  It’s a revolving conveyor belt that snakes through the restaurant loaded with little plates of sushi.  Diners choose directly from the sushi-go-round the nibbles that appeal to them.  Like at a dim sum restaurant, the plates are color-coded by price.  At...

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