By Kevin Cohen I would like to introduce our newest employee, Thomas Kone. I met Thomas and his family through our shared love of basketball. He is a good friend...
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By David Santos As the resident technology lead at One Wealth Advisors, last week I had the opportunity to attend the Coachella of tech conferences: Dreamforce. Dreamforce is sponsored by...
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By Elizabeth Brotz Estate planning is an integral part of wealth management, and it’s essential to have several basic estate planning documents in place including a will, a durable power...
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By Karime Azar As human beings, sometimes when we set goals for ourselves, we want to see results fast. But focusing on immediate results can get in the way of...
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By Eleanor Hall David’s writing last week touched on perfectionism and creating meaning during his twenties. As someone in my twenties who thinks a lot about what creates meaning in...
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By David Steele When I was in my twenties, I spent the better part of a decade trying to be, as I now reflect upon it, perfect. I was in...
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By Tessa Sternberg On August 6, “Barbie” made a billion. The film, directed by Greta Gerwig, is the second highest grossing release in the history of Warner Bros. So far,...
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By David Neeve "Goals are for people who care about winning once. Systems are for people who care about winning repeatedly." I received the above quote in an email last...
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By Alexander Schmitz When I first started college at CU Boulder, there were plenty of opportunities to expand my knowledge and be an engaged student. There were also just as...
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By Frank Mannino Several years ago (15 years is now “several” at my age) I took my then 8-year-old son out to play catch. Living in the concrete jungle of...
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