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Practical perspectives on business & nonprofit strategy, integrative financial planning, and fiduciary investing.

What Is Agentic AI — And How Your Business Can Start Using It Today
LatestBusiness & Nonprofit

What Is Agentic AI — And How Your Business Can Start Using It Today

There's a version of AI most people know — you ask, it answers. But agentic AI does something fundamentally different. Here's what it means for your small business or nonprofit, and how to get started today.

April 10, 20264 min read
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Why Most Strategic Plans Fail — And How to Build One That Actually Works
Business & NonprofitApr 9, 20263 min

Why Most Strategic Plans Fail — And How to Build One That Actually Works

Most strategic plans end up collecting dust within six months of being created. Here is what I have learned about why that happens — and what it takes to build a plan that actually gets used.

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What Separates a High-Functioning Board from a Dysfunctional One
Business & NonprofitApr 9, 20264 min

What Separates a High-Functioning Board from a Dysfunctional One

The difference between a high-functioning board and a dysfunctional one is almost never about the quality of the people. It is almost always about the quality of the structures and practices in place.

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Why Your Emotions Are Your Biggest Investment Risk
Personal FinanceMar 29, 20263 min

Why Your Emotions Are Your Biggest Investment Risk

The biggest threat to your investment returns is not market volatility or inflation. It is you — specifically, the emotional responses that cause you to make the wrong moves at the worst possible times.

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Alignment: When Your Money and Your Life Are Finally Working Together
Personal FinanceMar 23, 20264 min

Alignment: When Your Money and Your Life Are Finally Working Together

Most people manage their finances. A much smaller number have aligned them — made them a genuine expression of who they are and what they are here for. Here is what that looks like, and how to get there.

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Interior Finance: The Beliefs That Are Running Your Financial Life
Personal FinanceMar 17, 20263 min

Interior Finance: The Beliefs That Are Running Your Financial Life

Before you can change your financial life, you have to understand what is actually running it. Most of the time, it is not your income or your spending habits. It is what you believe — deep down — about money and about yourself.

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