Category: The Opening Bell

The Opening Bell

Meaning, Purpose and Satisfaction

In January’s Opening Bell, I suggested we drop the ubiquitous balance conversation – the one that typically doesn’t go anywhere ...
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The Opening Bell

The Cost of Liquidity

Everything has a cost. As is often said, there’s no free lunch. How much easier are our lives thanks to ...
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The Opening Bell

Off Balance, On Purpose

I read a lot of investment and financial planning literature, and I brightened up in November when I read a brief ...
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The Opening Bell

Is It All About Balance? Or Something Else?

My problem with the ubiquitous balance conversation, especially around New Year’s resolution-making time, is that it never really goes anywhere. It’s ...
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The Opening Bell

Jobs, Jobs, Jobs

I knew I would be writing something about jobs for this issue of the Opening Bell – the topic is on everyone’s mind ...
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The Opening Bell

A Cure for What Doesn’t Ail Us

My mother-in-law is not a doctor, but she has a home remedy for everything. Anytime I am sick or in ...
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The Opening Bell

The Perfect Invitation

I am beginning to think that introductions are everything. Thanks to an introduction from John Tregenza, our Director of Client Development ...
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The Opening Bell

Re-Creation: A Better Way to Think About Retirement

I was eleven years old when I first realized that the word recreation was rooted in the word and concept of creation. At ...
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The Opening Bell

Careering

We definitely need to update our thinking about retirement – I personally hate what the term has come to represent ...
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