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...
What Are Your Money Choices Really Saying?
Our choices, no matter how big or small, act as signals of our values and priorities, shaping not only how others perceive us but also how we see ourselves. Especially when it involves money. For example, just this past week: 1) I got a check for $0.24. (Yes,...
The Time to Soar is Now…Let’s Go!
“Weird!” This is the word that aptly describes how many of us experienced 2024. A year that brought some degree of upheaval, disappointments, and heartbreaking moments that interrupted our usual rhythm. Moments that were also the reason for the personal...
With what will you fill in the blanks?
Each year, I begin my holiday message with the question that serves as the title of this blog. At first, it might seem like an unusual way to usher in the season. But for me, it feels perfectly fitting—and perhaps even more so during this reflective time of year. It...
