Category: Work-Life Balance

An Ode to Curly and Work-Life Balance, Part 4: Equipment I think that we can all agree that work-life balance – whatever that means to you – is critical.  Just consider the events of the past few years.  (And,...

An Ode to Curly and Work-Life Balance: Service Readers of this blog (Thanks, Mom!) know that I have offered a few thoughts about the roles that food and fitness played in my effort to achieve work-life balance.  These are not the only components.  Service is an important part of my life as well.

The...

An Ode to Curly and Work-Life Balance: Fitness I noted that the one thing that I need to maintain – Curly’s finger, if you will – is balance.  The balance between managing my practice, being a good husband, father, friend, etc....

An Ode to Curly and Work-Life Balance, Part 1: Food In a previous post, I noted that the one thing that I need to maintain – Curly’s finger, if you will – is balance.  I need to have balance between...

All of my commentary to this point has concerned matters involving broker-dealers, registered investment advisers and their associates.  It is what I do.  I help them spend more time building out their businesses by addressing their legal and compliance issues with clear, detailed advice.

Today, though, I would like...