“Her Name Was Dottie”: Life’s Final Exam is Not About Net Worth but About Treating Others as People of Worth

It is well to remember that the entire universe, with one trifling exception, is composed of others. – John Andrew Holmes, US congressman and senator in the early 1800s Managing our money wisely is a necessary ingredient to a happy life, but certainly not the most important ingredient.  I was reminded of this again last month…

Don’t Pay for the Overconfidence of Your Investment Advisors

“Overconfidence is a very serious problem.  If you don’t think it affects you, that’s probably because you are overconfident.”  – Carl Richards In late 2007 legendary investor Warren Buffett made a $1,000,000 bet with Protégé Partners, LLC with the winnings going to charity. The terms of the wager are as follows: “Over a ten-year period…