My family and I recently relocated from Cleveland to Seattle as I prepare to join up with the good people at StockCharts.com.  So far, that has meant 37 hours on I-90 West (which was a fantastic adventure for the Kellers!), unpacking a great many moving boxes, holding endless family meetings on where specific chairs will go in the new house, and many other key issues.

“The road to mediocrity is paved with good intentions.”

In preparing for an upcoming move from Cleveland to Seattle, we’re going through our belongings Marie Kondo-style to determine what we really need to take with us on this next adventure…

We walked out of the airport in Glasgow, dazed from jet lag and squinting in the sunshine as day felt like night.  Stumbling over to the rental car building, I was easily talked into a larger car (by European standards) which still would not be nearly enough room for our sizable load of luggage (by American standards)…

My favorite pair of dress shoes are cordovan, which is a deep reddish tone.  I love these shoes because it’s a color I don’t see around too often, but also because I ripped them the first day I wore them.

I have had the honor of performing the last two seasons with the Cleveland Orchestra Chorus.  As a financial professional who has always tried to fit music into his life, being able to perform with world-class musicians has been a real pleasure…

I was in New York this week for client meetings and media interviews.  Found some time to swing by the Morgan Library and Museum to explore a visiting exhibit focused on J.R.R. Tolkien.  Talk about a lesson in the value of spending a lifetime in the pursuit of creating something special!

I started a mindfulness routine a couple years ago, during a particularly stressful period in my life.  A daily meditation practice was a life changer for me, bringing a new sense of awareness and calmness to how I approach everything from work to food to my family. As with pretty much anything in life, I would often relate what I was learning through meditation back to my professional efforts.  How could the lessons of mindfulness be applied to the investment process?

This week the Wall Street Journal provided yet another article about moderating and/or flat out eliminating your usage of social media.  As with many things in life, a little bit can be a positive, but too much is too much.  So what’s the right balance for investors?

This is Part 4 of a four-part series on how I strive to align my days and weeks with my values.  Combine this article with my earlier posts to get the whole story on how I manage my time and priorities.