Now & News

Here’s some of the things I’m working on currently

What I’ve Been Doing – Still basking in pride and joy from the wedding of our son John and his bride Melissa in late April. The wedding tookplace in Westlake Village, California, (Melissa’s family is from California), at St. Jude the Apostle Catholic Church. As an interesting aside, Rev. Colonel Tim Gahan performed the wedding. Some of you may remember Fr. Gahan from his time as our Business Administrator (after his retirement from the Marine Corp but prior to seminary).

Working on a new podcast format so that we can roll these out more frequently. Stay tuned. Writing my weekly blog and once a quarter or so I write another piece for Paladin Registry.

What I am Reading – Judgment of Paris By George Taber. This book was written by the lone journalist who attended the famous French versus California blind wine tasting in Paris during 1976. A very detailed and interesting account. That event proved to be an inflection point for California wines.

Head Strong By Dave Asprey. Asprey wrote an earlier book called Bulletproof Diet and is focused on ways to increase brain energy through “biohacking”.

God or Nothing By Robert Cardinal Sarah. This is such an inspiring account by Cardinal Sarah of his journey from Conakry, Guinea to the Vatican as Prefect of the Congregation for Divine Worship and the Sacraments.

Also, along with my study group members, reading The New Gold Standard By Joseph Michelli. The book is about creating a “Wow” experience for clients.

My Best Practices Study Group – for well over two decades I have actively participated in expert study groups concentrating on best practices for firms of our type. For a dozen years or so I have been in a group with several firms from different geographic parts of the country. We have a monthly conference call and meet twice each year in person to discuss how to improve the work we do for our clients.

Additionally, I participate in another Study Group with advisors from the Carolinas and Georgia who utilize Dimensional Funds. This group meets in Atlanta three times each year and usually involves reviewing new research findings from their work on financial science.

Current Favorite Quote – Easy choices, hard life. Hard choices, easy life- Jerzy Gregorek (4 time Olympic weightlifter and author)

INVESTOPEDIA 100 List of Top Influential Financial Advisors

I am pleased to be among the 100 advisors named to the INVESTOPEDIA 100 Most Influential Advisors List. Investopedia is the world’s leading source of online financial content. The Top 100 list was compiled by their content science team based on the ability to engage audiences across multiple media channels. I have been selected for a dozen or more “best advisor” lists over the years. I am particularly happy to appear on this one, since online engagement is not generally the forte’ of those of us over age 40.