Author: Jonathan Harrison, CFP®

Here is a list of some of the most interesting things we found on the internet that we thought you'd enjoy! "The Art of Saying No as a Philanthropist" - New York Times One of the hardest things donor

If there’s anything we excel at, it’s fooling ourselves. We all have a set of core beliefs, and these “scripts” are like the screenplay that helps us make sense of the world around us. But what if ou

Have you ever wondered why some people are financially successful and others are not? I know factors like inheritance and “luck” play a really big role, but what accounts for those with almost identic

One of the most common questions we’re asked is, “What’s the best thing I can do to prepare for retirement?” There are probably as many answers for that as there are variations of unique circumstance

Do you have an unfair advantage? In August of 1346, the French finally caught up with the English army. A summer of pillaging the French countryside had left the English worn out and running out of s

When Brian started working with a promising young actor, he was very hopeful. Brian, an advisor friend of mine, learned from this actor (who shall remain unnamed) that he had just signed his first maj

George Washington was an amateur. His military background was weak, his leadership experience minimal, his tactical training nonexistent. He had no business leading an army. At least that’s what he b

In the relationships you have with financial professionals, are you a customer or a client? Understanding the answer to this is incredibly important in understanding the type and scope of the advice

What do you do when you hear economic stories in the news? Oil Prices! China’s economy! Stock market fluctuations! Jobs reports! What should you do after hearing about these? A natural reaction Rega

If you spend any time reading or listening to Warren Buffett talk, you’re sure to hear about one of his favorite books, The Intelligent Investor by Benjamin Graham. Originally published in 1949, Buffe