We wanted to share a poignant excerpt from Jason Zweig’s latest piece for WSJ. 

When anyone—in person, online or through an app on your phone—tries to push you into chasing an asset that had double-digit (or triple-digit!) returns last year, try answering this way: “Instead of that, what can you offer me that lost money last year?”

That silences the hype. That opens your mind to the kinds of neglected opportunities that often do best when last year’s market darlings fall from grace. And that keeps you from expecting the coming year to repeat the past year. They seldom do.

To learn more about how we would build your bespoke portfolio, schedule a call now.

Laura Vanderkam is the authority on time management and productivity.  Her goal is simple and powerful – to help us spend time on the things that matter and less on what doesn’t. Laura has five children, has written a number of successful books, hosts three podcasts, and has a TED talk that’s been viewed over 11 million times! How does she do it all? What are her best tips? Listen below to find out or on Apple.

As we head into the holiday season, we are encouraging families to discuss their values and guiding principles. On this point – we wanted to share this short, unedited piece by one of our favorite bloggers, Seth Godin. We think he does a superb job of defining what principles are, and why they are important. 

Principle is Inconvenient

A principle is an approach you stick with even if you know it might lead to a short-term outcome you don’t prefer. Especially then.

It’s this gap between the short-term and the long-term that makes a principle valuable. If your guiding principle is to do whatever benefits you right now, you don’t have principles of much value.

But it’s the valuable principles that pay off, because they enable forward motion, particularly when it feels like there are few alternatives. We embrace a culture based on principles because it’s that structure and momentum that enables connection and progress to happen in the first place.

You can check out the original piece on Seth’s blog here. 

Curious about facilitating your own family meeting? Try out these questions about values and guiding principles that you can pose to kids, partners, and parents this holiday season:

• What are your values? 
• Anything you believe that you feel is a guiding principle in your life? 
• What are our family’s guiding principles? 
• How do these principles impact the decisions we make?