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“You can never be too rich or too thin.” This quote has been attributed to the Duchess of Windsor, Wallis Simpson, but also claimed by several other people.

When you are riding your horse in a crowded competition warm up ring, you ride using soft eyes. This is a concept from professional trainer Sally Swift meaning that while you are focused on what you are doing, you are also aware of what is going on around you.

I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money).

What happens when you achieve a long-sought goal, but sadness is the uppermost feeling? We’re heading into the off season for riding competition in Virginia, and I typically use it for a bit of a rest and recovery before starting the long preparation for the Spring.

If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not you need it. Essentially, it’s a family meeting that allows for the sharing of financial values and goals.

There are definitely a few ways to approach the topic of how much (fill in the blank) a person needs. Another challenge is that the idea of paring down possessions and simplifying your life is not a particularly innovative topic.

I grew up on a horse farm in Pennsylvania. Recently, my family and I took care of the farm while my parents were on vacation in Switzerland. If you know anything about farms, you know that they represent an unending cycle of work. The work has to be done with no shortcuts. Shortcuts might speed up the work today but can lead to problems tomorrow.

If I was a betting person (which I am not!) I would wager that everyone has felt lonely at least once in their life, if not more.  I remember after I graduated from George Washington University and later moved into my own studio apartment in Washington, D.C.