Did You or Did You Not Contribute to His Success

The tagline of my business is “Your values, vision, and money,” which makes the first question I ask my clients natural and obvious: “What are your values?”  Ah, you say, what do you mean by values? Values are the fundamental beliefs a person holds, which can serve as a guiding force in one’s life. 

Volatility is Back

Volatility is Back

“Volatility is back,” a Portfolio Manager from First Fiduciary Trust declared at a business lunch last week.  She, and the subsequent panel speakers, were talking about the recent plunges and surges in the stock market.  After more than a year of rising stock prices and very low (if any) volatility in the market, the last couple of weeks have proven that those calm waters may be a thing of the past. Uncertainty once again rules the market, and therefore our financial wellbeing.

How we don’t give ourselves TMI

How we don’t give ourselves TMI

Years ago, when I was married to the President of a Fortune 500 company, I went to a black-tie event at the San Francisco De Young Museum.  For whatever reason, it had been a bad day. As I walked into the reception, the first people I came upon were two of San Francisco’s A-List socialites who I thought, in my naïveté, were friends.  

The Value of Mindfulness

The tagline of my business is “Your values, vision, and money,” which makes the first question I ask my clients natural and obvious: “What are your values?”  Ah, you say, what do you mean by values? Values are the fundamental beliefs a person holds, which can serve as a guiding force in one’s life. 

Does Your Philanthropy Represent Who You Are?

“Wonder is the beginning of wisdom” - Socrates

A few weeks ago, I attended the AiP conference (Advisors in Philanthropy) for business professionals engaged in various philanthropic advisory practices.  For two days, I was among others in the space in which I now live – helping people engage in philanthropy. I was surprised by two things: