We experience life as a series of moments. The future approaches, then becomes the present for a moment, and passes into history.
The dawn of the third decade of the 21st century is upon us; the current decade is nearly history. The moments we had!
In the first days of 2010, my wife Cathy flew to Florida to furnish and outfit a newly purchased condo; I joined her after a couple weeks. We began our life as snowbirds, skipping some cold weather weeks in Nebraska. (Planning to work to age 92, we had to figure out how to have some fun along the way.)
Our Office Manager Greg Leibman agreed to help in the office here at 228 Main during my absence, January 2010. It did not take long for me to get a glimmer of the potential of that association for the business.
Our planning, disruptions, and adaptations led to surprising growth and development. We focused more tightly on investment advisory business, performed under the auspices of LPL Financial’s RIA (registered investment advisor). That side of the business now accounts for over 70% of assets, $70 million now. That structure elevates our desire to serve your best interests to a binding obligation upon us, the way we like it.
The family health challenges we worked with for most of the decade brought us to a revolution in communications, forced me to learn how to delegate effectively and figure out how to build a team to serve you. The lesson I learned from my life with Cathy, make the most of what you have, enabled us to keep things running so we had the health insurance and resources she needed in her illness.
We had more than full measures of pain and joy in the decade. That is what life is made of.
And now a new decade looms. We hope to be able to make an interesting report to you about it, ten years hence.
Clients, if you would like to talk about this or anything else, please email us or call.