Advisors


Taking Your Finances From Good to Great: Part Four

Friday, January 28th, 2011

One of the best business books I’ve ever read is “Good to Great.” It’s a research-based look at why some companies, after battling it out neck and neck with their competitors for many years, suddenly surged ahead to achieve remarkable, sustained success.  As I read it, I couldn’t help but see many ways that the ... [Read more]


Taking Your Finances From Good to Great: Part Two

Tuesday, December 21st, 2010

It’s right about now when many of us make goals for the New Year.  We dream of where we’d like to go in the various areas of life – health, relationships, finances – and then we start creating a plan. In “Good to Great,” author Jim Collins says that’s the exact wrong path to greatness.  ... [Read more]


Who’s On Your Board of Directors?

Monday, June 1st, 2009

“Plans fail for lack of counsel, but with many advisers they succeed.” – Proverbs 15:22 My friend, Brad, calls it their annual “Dixie Fraley talk.”  Once a year, he and his wife, Nancy, meet with their personal board of directors, which includes their CPA, attorney, and financial planner.  Brad and Nancy reveal their balance sheet, ... [Read more]