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Learning Center

Lessons Worth Learning

  • May 18th, 2015

By Jim Whiddon “I have learned that success is to be measured not so much by the position that one has reached in life, as by the obstacles which he has overcome while trying to succeed.” – Booker T. Washington Occasionally, I will read a biography worth passing along to my kids. And, knowing how…

Don’t Force Decisions; Just Back Off and Adjust. Or Go for a Walk

  • May 18th, 2015

By Carl Richards I love rock climbing. Looking from the ground up, it seems almost impossible for climbers to balance themselves and find handholds where none seem to exist. And sure enough, even the most talented climbers can end up getting stuck on climbs well below their skill level. I’ve done it, and I’ve seen…

Looking Inward to Determine Your Financial Values

  • May 11th, 2015

By Carl Richards I’ve been surprised by a lot of things as a financial adviser. One of the biggest surprises has ended up playing a critical role in my development: the process of self-examination. It has mattered both professionally and personally, and it should to you too. Yet hardly anyone openly talks about the need…

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