Blog

02/14/2019 Last month we were giddy up, this month we are woo woo. No I am not eating funky mushrooms, going crazy, soft, or losing my mind. I am highlighting the wisdom of Daniel Pink, from his book A Whole New Mind, a best-seller from over a decade ago. Mr. Pink...

01/17/2019 There’s a razors edge of momentum that is both exciting and tilting known as giddy. It is an experience where the unknown, anticipation, trepidation and possibilities swirl together like a spiral of rainbows and snow flurries. Transitions, like the ones...

At a training fifteen years ago, Gay Hendricks asked all of us, “What is your 500-year plan?” The mind-blowing question woke me up. Longevity takes just a few lucky ones past 100 years -- 500 years is clearly beyond our existence in this physical form! Five hundred...

I use curse words. My favorite is fuck and various versions of it… fucker, fucking, shitfuck and my utmost favorite – unfuckwithable. I am not proud of my “potty mouth,” nor am I ashamed of it. It happens. And I know I am not alone. I have tried to quit, and...

The Golden Rule is most often attributed to words spoken by Jesus in the Bible. But as the following author ponders, this way of being was followed many years before Jesus walked the earth. What’s truly interesting is that all decent people (not just believers in...

We might believe that the act of being present, open, loving, receptive and clear is easy. Or, if not easy, we might believe that being with another person is an improvisational skill that can be called upon at a moment’s notice. With authentic heart connections,...

Each month a topic for Somatic Finance arises from current reality. The current state of affairs and my mind present relevant authentic topics and articles to share. Truth be revealed, there is a part of me who would like a clean, structured, annual writing chart...

In the financial profession, rebalancing portfolios is a common practice for managing investments. Portfolio rebalancing is a discipline to align an investment policy with its guiding values (e.g. risk tolerance, asset classes, timelines), in order to meet...

It occurred to me that the prevalence of online banking and electronic money flow could be a result of the prolonged arduous banking experience people want to avoid. Institutions recognize this distasteful experience as they desperately try to change history and...

Last week I attended the Financial Planning Association annual retreat. It is an intimate conference of 400-ish thought leaders who have been gathering at this advanced program for more than 30 years. When I reflected on the topic to share in this written...