Time and Money

What people say they care about is cheap.What they give their time and money to… is expensive. And that’s where the truth lives. Time is the purest signal because it’s non-renewable. If someone consistently spends their hours scrolling, numbing, or avoiding hard conversations, that tells you something—no matter how aspirational their language sounds. On the…

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Enterprise Value

Most advisors say they want to “build a business”, but what most actually do is build a really good job. Transforming a practice into a company isn’t always easy. It requires humility and good business acumen…a combo that often does really come easy to talented salepersons. See, buyers don’t want to buy a person. They…

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The Recipe: Thought and Feeling

A breathtaking view from the summit of a rocky mountain, with adventurous climbers standing on peaks, gazing upon the illuminated valley below as the sun nears the horizon

Every thought we carry is made of two things: what we know and what we feel. Knowledge by itself is powerless. It’s just information. What gives a thought weight, direction, and momentum is the feeling we attach to it. You can know all the right things, say all the right words, quote all the right…

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Unstoppable

Be unstoppable this week ahead.  Being “unstoppable” doesn’t mean we won’t ever fail. It actually means we expect to. Being unstoppable is the belief that no matter what happens, we will find a way forward.   Unstoppable people understand that failure is not a verdict on their worth or ability, it’s just feedback along the…

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We’re All Investors

Most people think investing is something that happens only inside a portfolio. Stocks, bonds, markets—numbers on a screen. But long before we ever invest a dollar, we are already investors. We invest our time, our energy, our relationships, our habits, and our beliefs. And just like financial markets, life teaches us—often the hard way—that progress…

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You Can’t Live the Right Live with the Wrong People

Black and white image of a group walking on a path along steep cliffs in the Grand Canyon

Our standards quietly rise or fall based on what we normalize in our closest circles. We truly do become the average of the five people we spend the most time with. If the people around you complain more than they create, or fear change more than they pursue growth, or make excuses instead of taking…

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What Are You Thinking?

C.S. Lewis understood that the most decisive battleground of human life is the mind. Long before habits shape behavior or circumstances define outcomes, our thoughts and beliefs quietly form the trajectory of our lives. As Lewis wrote in Mere Christianity, every moral choice we make is not merely an action but a step toward becoming…

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Leadville 2026

It’s official! Running the Leadville 100 is not just a physical challenge; it’s a metaphor for life…and investing. Ultra-distance running teaches you quickly that progress isn’t linear. There are highs, lows, pain, doubt, and moments where quitting feels like the only option. Long-term investing works the same way. The journey matters more than any single mile…

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Markets Work

Most of my career has been spent in financial markets — places where risk is priced, expectations collide, and where, over time, value has a way of revealing itself. But long before I trusted markets, I had to learn how to trust reality. Years ago, I was on a mountain when everything went wrong. One…

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The Real A.I.

When most people hear “AI,” they think of artificial intelligence: algorithms, automation, speed, and efficiency. In financial services, AI promises better portfolio optimization, faster analysis, and lower costs. And it delivers—brilliantly. But there is another kind of AI that we should be discussing and focusing more on, in my opinion, one that’s been driving the success and growth of the…

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