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Stilling Leads to Seeing
April 29, 2025 Spring in New England is beautiful. Rebirth, life, color. It's a miracle every morning watching the flowers grow and...
Joe Cardello
9 min read


Navigating an Uncertain Future
April 3, 2025 I wrote the beginning part of this letter prior to the market turmoil after Trump’s announcement yesterday. If you wish to...
Joe Cardello
10 min read


Learning from Animals
February 27, 2025 Originally, my intention for March’s commentary was to revisit the importance of putting energy into the areas of your...
Joe Cardello
8 min read


Focus Your Energy
January 27, 2025 I write often about the importance of focusing our energy on what matters. I want to thank one of our clients for...
Joe Cardello
8 min read


Focusing on Mission
December 27, 2024 "A small body of determined spirits fired by an unquenchable faith in their mission can alter the course of history." -...
Joe Cardello
6 min read


It's Rarely as Bad as You Think
November 21, 2024 The election came and went, and life moves on. I am not going to try and convince you that the election outcome was...
Joe Cardello
8 min read


Election and Other Anxiety
October 31, 2024 As I have written many times over the years in these monthly commentaries, the world is full of uncertainty. Most of us...
Joe Cardello
8 min read


The 3 Questions
October 8, 2024 It occurred to me that there are three useful questions to ask prior to making important financial decisions in our...
Joe Cardello
8 min read


The Elephant
September 6, 2024 Blind to the Elephant We can be uncomfortable facing reality and our own demons. Sometimes this can emanate from...
Joe Cardello
10 min read


Serving Others
July 23, 2024 “No act of kindness, no matter how small, is ever wasted.” -Aesop “When you like a flower, you pick it, when you love a...
Joe Cardello
7 min read


The Belief That You are in Control is an Illusion
June 26, 2024 “We need to believe we live in a predictable, controllable world, so we turn to authoritative-sounding people who promise...
Joe Cardello
6 min read


Feeling Lost in the Insurance Maze? A Fiduciary Advisor May Be Able to Help You
May 23, 2024 Introduction: Have you ever felt overwhelmed by the complex jargon and hidden fees of insurance products? I know I have....
Joe Cardello
6 min read
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