December 12, 2018
What I’m Grateful For
These monthly musings are usually reserved for financial topics; thoughts on...

These monthly musings are usually reserved for financial topics; thoughts on the markets, how changes to the tax rates might affect us, things like that.

Today I want to talk about Gratitude. Not just what I am grateful for, that’s important, but also why gratitude itself is so important. Turns out, there is a science behind it. READ ARTICLE HERE.

Want more of something? Be grateful for what you have. Want to be happier and healthier? Take a few minutes to be grateful for what you have every day. Don’t believe me? Go ahead and give it a try. Here’s my list:

Personal Gratitude

I am grateful every day for my clients, vendors, collaborative partners. Our clients come to us to help them live the best financial life they can. Helping them achieve that is the best part of my job.

I’m grateful for a now 20-year career in financial services (I got my securities license 20 years ago this month). Those twenty years prepared me to be the advisor I am today. That and at least a half a dozen mentors.

I am grateful for the education I received at the University of Redlands. The time I spent with my cohort and professors was some of the most rewarding time I have ever spent.

Professional Achievements

I am grateful every day for my clients, vendors, collaborative partners. Our clients come to us to help them live the best financial life they can. Helping them achieve that is the best part of my job.

I’m grateful for a now 20-year career in financial services (I got my securities license 20 years ago this month). Those twenty years prepared me to be the advisor I am today. That and at least a half a dozen mentors.

I am grateful for the education I received at the University of Redlands. The time I spent with my cohort and professors was some of the most rewarding time I have ever spent.

Family and Personal Blessings

I am grateful for my family, immediate and extended. You see, my family got larger this year.

I am grateful for my wife, Maggie. I could fill this page with the wonderful gifts she brings each day. In this area, I am truly blessed.

There are more. More than I can list here. I hope you take a few minutes today and think about what you are grateful for. The science says you’ll be happier, healthier and you may even live longer. Thank you for being part of my life.

Why we blog?
Because life can be dynamic, with shifting economics, changing tax laws, and volatile market conditions. We hope to keep people engaged in the process and up to date on important changes that may affect their goals.
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