July 15, 2020

One of the most inspiring books that I have read over the past few months is The Innovation Stack written by Jim McKelvey who is the cofounder of Square. Jim and his business partner, Jack Dorsey set out to solve an interesting problem which was how...

March 26, 2020

To say that the last 8 to 10 days has been unprecedented, confusing, challenging and emotional doesn’t quite capture the time period and the sentiment of Americans and investors. COVID-19 has made all human beings around the world live, act, interact...

February 14, 2020

On the WhatHow podcast, Matt Johnston and Corey Keating discuss industry trends and where advisors should be placing their focus. .

January 31, 2019

A friend and business colleague called me last week. He began the call by asking me this question, “How’s your year going? Are you still pumped? After I hung up the phone, I spent some time considering my answer. How would you answer the question tha...

December 12, 2018

There is no shortage of opinions, viewpoints and forecasts regarding what the capital markets will do over the next 12 months (or even 12 minutes). Pundits, analysts, and portfolio managers fill the screens of televisions, laptops, tablets, and phone...

June 21, 2018

 Teams in the financial services industry have been around for decades. We have read and often marveled at the top Barron’s or Forbes profiled teams. We read industry surveys where teams outperform sole practitioners. Additionally, we see ever increa...

February 28, 2018

I have always been fascinated by the impact of great leaders and thoughtful leadership on individuals and companies; however, I have never written on the topic. Perhaps it’s because I have been both successful and unsuccessful in roles that allowed m...

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