Turning Death, Divorce, and Multiple Lawsuits … Into a Positive Experience
Eight years ago this weekend my father passed away in a horrible car crash. My brother Tim and I worked diligently to settle items in the estate, closing down a plastic surgery practice, dealing with fallout from various business interests, winding up the domestic relations order from his recent divorce and working through the probate […]
How To Get The Best Answers
The Key is Starting with Great Questions When you read something particularly good, it’s hard not to want to share with everyone. Many ideas are original but sometimes other ideas are just too good not to share. Ben Carlson wrote a particularly good blog last month that I felt I should share with everyone and […]
How My Father’s Death Transformed Our Practice
“We believe it is important to stay fit physically and financially. Our Wealthfit™ process is at the core of everything we work with clients to accomplish over their lifetimes.” – Joe D. Franklin – CFP® I still remember how everything was turned upside down in September of 2008. Freddie Mac and Fannie Mae were placed […]
The Do’s and Don’ts of Owning Employer Stock
Owning stock in the company you work for, can give you a feeling of ownership and “skin in the game” when it comes to delivering results to the bottom line. For some, it has also been an effective way to accumulate personal wealth and a larger retirement nest egg. While there are some pluses to […]
Is Warren Buffett Giving Contradictory Advice?
A Discussion of Passive vs. Active Warren Buffett is widely acknowledged as the greatest investor alive today. Last year he was ranked the third wealthiest person in the world, down from number one a few years back. Despite his roots as a value investor whose favorite holding period is forever, in recent years he has been […]
The Results Are In
What Our Research Uncovered that Truly Defines the Franklin Wealth Experience We want to thank everyone for their continued support. This year has been another great year as far as receiving introductions to wonderful people that we value as clients. We also appreciate your continued feedback as to how we can continue to improve our […]
Getting Naked
On our recent trip to New York I re-read the book Getting Naked. It was totally appropriate considering some of what we saw walking through Time’s Square. I hadn’t been packed in any crowds quite this large, varied and rowdy since the last time we visited New Orleans. Many were there to make money from […]
Playing to Win by Changing the Rules
I don’t profess to being a huge soccer fan but watching the USA team progress in the World’s Cup has definitely gotten my attention lately. On Sunday night watching the match between the U.S. and Portugal I did my best to learn how the clock works and figure out how many points teams receive for […]
Which Comes First, Happiness or Success?
“It’s the lens through which your brain views the world that shapes your reality. And if we can change the lens, not only can we change your happiness, we can change every single educational and business outcome at the same time.” ― Shawn Achor, The Happiness Advantage This past week Tyler and I had the opportunity to […]
Wall Street’s Pigs and Wolves
