With 2009 behind us and a New Year and decade ahead, I'd like to take a moment to reflect back on the last few years to say "thank you" to some special people.
In my younger days, I thought my success or failure would depend solely on my effort or lack thereof. I reasoned that if I worked hard and learned everything I could that would be enough. Sure, those things are important. They are in fact, vitally important. But to be successful, I believe you must have the help of others.
When I ventured out on my own in April 2007, I had plenty of help. A local attorney sent me a few referrals, as did an accountant. Then there are the referrals from satisfied clients. People like to help other people and it's especially rewarding to know that they respect your work and you as a person.
Again, to be successful, you must have the help of others and it is in this spirit that I'd like to say "thank you" to a few people to whom I owe a debt of gratitude. I should mention that this list is not in order of importance nor is it entirely complete as there are others I could include. Here's the list:
My wife Kitty: Her love and support was instrumental in my decision to leave the corporate world and become an independent advisor. Even when I waivered she held steadfast in her belief in me. I am so glad I listened.
Jamie Green and Investment Advisor Magazine: Jamie afforded me the opportunity to do something I truly love to do; write. I am excited about the future.
Readers of IA: Without whom I would not be writing, thank you!