An Important Question For You In The New Year:

Are you managing your accounts, or leading them?

"Leadership is a long journey into your own soul."

        – Jeffrey Immelt, General Electric CEO

*******************

A society that places equality over freedom will end up with neither. A society which places freedom over equality will end up with a good deal of both."

        – Milton Friedman 1912 - 2006

*******************

"The reality is that you cannot solve interior issues with exterior solutions."

        – Roy Diliberto, CFP, in his book Financial Planning: The Next Step

*******************

IN ADVICE, PERSUASION AND JAZZ: LESS IS ALWAYS MORE

"It’s taken me most of my life to know which notes not to play."

        – Dizzy Gillespie