We balance our attention between the moments in which we live, and the longer term over which we plan for the future. Anniversaries are a natural place to pause and take stock.

My 63rd birthday approaches. This may not seem like a particularly important number, but for me it is. My father and my eldest brother both passed away at age 62. Getting older has never been a problem for me; it is key to my intention to live a long and productive life. I am trying to do what I can to extend the string of birthdays so I can indeed work to age 92.

The 25th anniversary of my affiliation with LPL Financial comes later this year. It has always seemed like the right choice. With the challenges that we have had to work around in recent years, the flexibility and effectiveness of our partner LPL has become vital. In particular, full support for 21st century communication has helped us make a digital presence a key way to deal with periodic separation in time and distance.

Speaking of partners, I will celebrate our 44th wedding anniversary with the really important one this summer. In a life filled with good fortune, I count alphabetical order as a special blessing. On the first day of freshman year of high school, I found my assigned locker right next to Cathy Livingston’s.

You play a huge role in my long range plans: you are why I want to work to age 92. To say I am having a good time would be an understatement. While enjoying the moments as they pass, I’m also looking ahead to ways to build an organization that can better serve you, on a more sustainable basis.

Back to work! Thank you all, for everything. If you would like to talk about anything, please email us or call.