The Advisors’ Shelf

An age-old question posed by authors Charles Dickens and Brian Portnoy By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his [...]

Written by Toni Lee Growing up in my parent’s household, every morning without exception, my bed was expected to be made. As a child, I had no idea why this small chore mattered so much to my [...]

By: Dan Wicker If you’ve seen it, it’s hard to forget the first time experiencing the Shamu show at SeaWorld. The sheer size of the killer whale is mesmerizing, not to mention the trainers being [...]

Ray Dalio came from humble beginnings before he founded the investment management firm Bridgewater Associates out of his apartment in 1975. The firm grew to become the largest hedge fund in the [...]

Written by Hunter Satterfield As a consumer there are few companies in the world I have a blind allegiance to. Chick-Fil-A, Whataburger and Discount Tire are all companies I never comparison shop [...]

Written by Toni Lee As a ‘baseball mom’ I spend many days and nights on the baseball field with teams. Each team is different. The cultures are different. The feel of the team is different. Some [...]

By: Dan Wicker, CPA I once read that in order to know if you are a good leader, just turn around and see who is following you.  It can be that simple.  Also consider why they are following you. [...]

Written by Hunter Satterfield, CWA Planner The doorbell rang as I was reading on the couch on a lazy Saturday afternoon.  When I opened the door, I found a player from the local high school [...]

Written by CWA Partner Toni Lee A book for even the casual reader While I may not qualify as an avid reader, I do enjoy a book that is clear, precise and gets to the point quickly.  I have a [...]