Artemis II & Navy SEALS

The Artemis II mission, even for those not interested in space travel, was exhilarating to follow. History was made on multiple levels. In addition, boundaries of AI-powered tools were expanded and tested with success. And yet, amidst all the AI, science and super-computing power, a very manual, while highly-skilled, aspect was necessary to retrieve the astronauts’ following their splashdown in the Pacific Ocean: US Navy SEALS and dive teams were called upon to recover and skillfully airlift — by hand — the four astronauts from the space capsule as it floated in the ocean.

An observant colleague of mine at Farther recently equated this scene to the financial planning relationship between clients and a highly-skilled financial adviser. Before dismissing this comparison, consider a few insights: Continue reading “Artemis II & Navy SEALS”

Second, Third & Fourth Acts in Life

One of the distinct joys of serving as a Certified Financial Planner® is the opportunity to explore goals, dreams and experiences with diverse groups of people — as well as designing specific strategies and investment plans that align with those ambitions. It is the dream part that struck me most recently. Dreams can form a foundation for future financial — and life — success. Attitude, discipline and perseverance are necessary ingredients as well! Continue reading “Second, Third & Fourth Acts in Life”