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South Burlington, VT

Value Creation Blog

Be A Finisher... Be A Winner

Be a winner, be a finisher

I’m one of those people who love to start something new. I’m also that same person who gets bored and often leaves projects undone while chasing a new bright, shiny object. I know I shouldn’t do this, and the allure of something new seems to get my attention every time.

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Topics: projects, finishing, fail fast fail cheap

Without Purpose You're Just Wandering Through Life

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One of my favorite questions I ask others is, “What is your purpose in life?” Most of the time I’m greeted with a blank stare. They’ve never thought about purpose or how it fits in with their life.

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Topics: Mission statement, values discovery, Values, purpose, personal mission

How Long Do You Want To Live?


I think this is a reasonable question to ask. It could be today or soon life expectancy will go to close to 100 years and soon after that it’s likely to move to 120 years old.

I know that when I ask this question to most people they furrow their brow and say with enthusiasm, “I have no interest in living that long.” That may because the thought goes with this is, “I’ve seen too many people have long and painful deaths and if getting older means that, I have no interest.”

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Topics: aging, aging well, long life

What Did You Love Long Ago That You Can Love Again


Life is long, and it’s getting longer every year. If you were born in the 19th Century, your life span would have been short. If you were an adult in 1935 when Social Security started your life expectancy wasn’t even 65 years old.

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Topics: retirement, work after retirement, Saving for retirement, work

Speak Less - Listen More


This is something that I’m often guilty of and if you’re being honest with yourself (and I hope you are) it’s something you’re also guilty of.

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Topics: understanding others, Listen, listening skills, Showing respect

Are You Ready To Live Be 100 Years Old?


I’m reading the book, The 100 Year Life. It’s a bit of a slog and it brings up some great questions that we need to be thinking about.

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Topics: financial planning, wealth management, longlife, life long learning, 100 year life

6 Secrets You Need To Know For Successful Projects


I love to start new things. There is something exciting about the new. I also find that it’s hard work to get something I start to the finish line.

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Topics: decision making, financial decisions, Decisions, how to make decisions

Eleven Books You Need To Read Next Year


Since 1974 I’ve been reading fifty or more books per year. Every year I like to review what I’ve read and bring you my list of favorites. With that in mind, here’s my list for 2020. You’ll see that there’s a pretty eclectic collection this year.

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Topics: books, books to read, suggested reading, best business books

Stop Being Goal Obsessed, Your Life Depends On It


I have this vision in my head of a person named Hard Charging Harry. You see, Harry has this problem. He’s obsessed with having numeric goals and then doing anything he can to get there.

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Topics: goals, emotional wealth, journey, numeric goals

How Hard is it For You to Stay invested When the Market Goes Down?


In the investment management world there is always a concern that customers and clients move their money at the very worst time. This is often caused by something called loss aversion.

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Topics: bucket planning, financial planning, investment management, Investments, bucket system

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