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Relentless - The Blog

    How To Manage Debt: Should I Pay It Off or Invest?

    Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep you up at night, affect your home and work life, and make you feel like you’ll never get a handle on your finances.

    Fee-Based vs Fee-Only Advisor: Which Should You Choose?

    ​​The question of advisor compensation is central to establishing the relationship between advisor...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often.  Imagine you meet with a...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    The Shoebox

    Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The...

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    What to Do About Inflation: What Our Clients Need To Know

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...
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