This is Part 3 of a four-part post on how I strive to align my days and weeks with my values. Combine this article with my earlier posts below to get the whole story on how I manage my time and priorities. I think of keeping organized in terms of three areas: a planner to set your goals and plan them out, a calendar to decide when to execute on those goals, and a repository for brilliant ideas you're saving for later…

Slowly but surely chipping away at my Pocket queue, I came across an article entitled "If You're Too Busy for These 5 Things, Your Life is More Off Course Than You Think."  An article combining mindfulness with aviation was pretty much custom written for me!

I am naturally quite disorganized.  Early in my career, I learned that if I wanted to compete with others in a professional setting, I would need to address this glaring personality flaw.  Thus began a lifelong effort to make sure my time and energy was devoted to what is most important to me.

A good friend and former colleague of mine asked me how I keep organized.  The short answer: I work really hard at it and still feel I have a long way to go!  The long answer: my approach involves a mix of insights I've gathered from books, planners, people I respect.

Being a mindful investor means you learn from the past, focus on the present, and plan for the future.  One way to learn from the past is to review the top and bottom performing stocks over a certain time period and think about what you got right and what you may have missed.

I have experienced a number of significant life changes in recent years.  One of the most powerful has been incorporating a mindfulness practice into my routine...

Overwhelmed with the markets and life in general?  Remember Rule Number Six!  A simple message to not take life too seriously.

"Be happy in the moment, that's enough.  Each moment is all we need, not more."  -Mother Theresa

I'm on my way back to Cleveland after speaking at the Bloomberg Buy-side Forum in New York.  Yesterday I sat in on a fantastic panel on the active vs. passive debate