Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals
Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point [Read More]
Why a market correction shouldn’t make you worry
When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) [Read More]
Q321 Quarterly Context Video
CEO Greg Patterson addresses these topics in this quarter’s Quarterly Context webinar: Inflation jumped, and is causing debate. Three times the level of volatility risk is [Read More]
Ironman Insights: 3 principles to follow to achieve your next big goal
What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may [Read More]
8 lessons for business owners to improve your wealth & life
The lines between what is your business and what is your personal life quickly blur when you are a business owner. While you may be quite [Read More]
3 Steps to Make Your Midlife Gap Year a Reality
Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the answer we hear the [Read More]
Investment returns: How optimistic should you be?
Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities [Read More]
Q221 Quarterly Context Video
What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent [Read More]
Design thinking, reverse engineering, and other ways to achieve big goals
Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have [Read More]
How to think about inflation and investments
There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a [Read More]
6 exercises to stress-test your Midlife Gap Year
If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even with [Read More]
Perspectives from a Midlife Male [podcast episode]
Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life? That’s what Greg Scheinman, host of The Midlife Male podcast delivers [Read More]
Selling a business: 4 key steps to get ready to exit
Selling a business is a major life decision that usually requires deep consideration. The past 14 months of pandemic living gave many business owners time to [Read More]
Q121 Quarterly Context Video
Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing [Read More]
How to take an extended career break and still be fiscally responsible
If you’re a Gen X-er ready to embark on your Midlife Gap Year and take an extended break from your career, you may be wondering what [Read More]
Stimulus for business owners: what to know about the American Rescue Plan
On March 11, 2021, President Biden passed the first major legislation of his presidency, the American Rescue Plan. While the $1,400 individual stimulus checks and the [Read More]
