Seeing is Believing: Noticing Financial Blindness for a Better Future
Maybe you’re one of those people who immediately noticed the hidden image in the FedEx logo. But for many of us, myself included, it was an “aha” moment to discover a hidden arrow nestled between the “E” and the “x.” And now that our brains have registered...
My Gift: Seeing What Others Cannot See So Clearly
Recently, a client asked an unexpected question: “What would you say your zone of genius is; what’s your wheelhouse? Without skipping a beat, my answer was this: “Seeing what others can’t see clearly.” I found her question unexpected because we’ve...
The Most Valuable Financial Tool You’ll Ever Need is This…
Next week, I’m hopping on a plane for a speaking engagement. The audience? Financial professionals eager to use behavioral finance to build deeper client relationships—and, of course, drive greater financial success for their businesses. In other words: I am...
Want to Join the Alpha Launch? 🎉
I grew up with one primary approach to goal setting: SMART Goals—Specific, Measurable, Achievable, Relevant, and Time-bound. You know, the kind where you’d write down something like: “Save $10,000 in 12 months.” Makes sense. To a degree. Then, once I...
Astrology in Money? I Was Skeptical Too—Until This Happened
When it comes to astrology, I admit—I’m both curious and skeptical. I grew up in an era when the newspaper landed on our porch each morning, thanks to the paperboy (yes, always a boy). As a child, I flipped straight to the comics. But by the time I was a pre-teen and...
Super Bowl Ads: Here Are Some Clues About Money
I am a HUGE fan of Kendrick Lamar. His ability to blend societal and political observations with a great beat is unmatched. Besides, how many hip-hop artists have been awarded a Pulitzer Prize?! If my timing is right, you’re reading this post just before Kendrick...
Black Entrepreneurship Isn’t New; It’s Part of a Long Tradition
Entrepreneurship has been a constant thread in Black American history, serving as both an economic engine and a form of resistance against systemic oppression. As the saying goes, “We’re not new to this, we’re true to this.” Black Americans have been entrepreneurs...
Are You Ready For the Next Time Something Important Breaks?
As I’ve previously shared, I live in a brownstone built in 1920(!). In a house this old, things are bound to go wrong. And, when they do, it is always an unwanted surprise. Like last week, when the boiler broke. It caught me completely off guard. Should I...
Cultural Trends: What Happened When Self-Help Met Personal Finance
Over the decades, I’ve observed seismic shifts in personal finance and the industry as a whole. My vantage point comes from nearly 40 years in financial services, 30 years running my own business, and working with a diverse array of individuals, families, and...
