Managing Transitions

Navigating a major life transition can be a very unsettling experience for any of us. If the change is unexpected and unwanted – the loss of a job or a sudden unexpected illness – the shock can be greater. We are out of our comfort zone as we face an...

Retirement Readiness

Lately, regulators have given substantial attention to the retirement landscape of the American workforce. This scrutiny has resulted in significant legislation fo-cused on the investment industry and its responsibility to help encourage the American workforce to be...

New Knees, New Relationships

Since my initial interview for a position with Master’s Advisors, there has been a purposeful focus on building relationships with our clients. It’s woven into who we are as a company. Though the years, I’ve witnessed advisors recall minute details...

Blog Series: The Master’s Difference

What do you think of when you hear the word firewall? If you are a “computer techie” or work in corporate IT, you’re probably thinking about keeping your computer or network safe. Those of you who work in commercial construction may be picturing a concrete wall that...

Chuck With a Purpose

This was the buzz phrase as we cleaned out our storage area in preparation for our recent office reconfiguration. It was clear that we needed to get rid of (or chuck) some unused or outdated items, but we wanted to be purposeful in how we accomplished that goal. How...

Consistency

I’m not a big New Year’s resolution guy, but for 2016 I have decided that I would make a commitment to focus on one theme or virtue per month and endeavor to apply it to my business and personal life. For January I have decided to focus on consistency. One definition...