In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require

A week like no other. Whether it’s the ongoing post-election anxiety, fears of a looming recession, or the latest headlines on tariffs and interest rates, investors are feeling the pressure. RIAs know the drill: tune out the noise, stick to

Reddit’s latest earnings call served as a stark reminder of a hard truth: if you rely on platforms you don’t control, you’re at their mercy. The company blamed Google’s algorithm tweaks for a traffic drop that hurt revenue and user

I have a friend who tells me that, as a boy, he was fascinated by martial arts. He read every related book in the public library of his small town, hoping to absorb the secrets of the ancient methods of

In the words of Albert Einstein, "The only source of knowledge is experience." With the lessons of last year still fresh, we're poised to tackle the opportunities and challenges that lie ahead. As we look forward, we recognize that navigating the

“If you build it, they will come.” The slogan, whispered into Kevin Costner’s ear by the spirits in the cornfield, worked out pretty well in the movie. But what if they didn’t come? What if nobody had actually been hoping for

Gratitude is often viewed as a personal practice—something we reflect on during holidays or special moments. But what if we applied it more consistently in our work? As author Melody Beattie once said, "Gratitude unlocks the fullness of life. It

Yes, we know … no one really likes to be asked, “How’s it going?” about a project that they’re running behind on and probably haven’t thought about for a few days. Sorry! But honestly, if your firm is like most

When it comes to marketing, financial advisors fall into one of two categories: they believe that their services don’t need marketing – after all, everyone needs help with their finances – or they are stuck in a rut of tried-and-true

Lately, our team has been discussing the peak-end rule, a psychological heuristic proposed by Barbara Fredrickson and Daniel Kahneman that says people largely judge experiences (whether positive or negative) based on how they felt at their peak (most intense point) and