by Tom Wheelwright | Dec 4, 2007 | Wealth Strategy
Yesterday, I opened myself up to the world and committed to being accountable for my weight to you. Today, I answer the question of what being accountable for my weight has to do with you and your wealth. The answer is quite simple. In order to achieve ANY goal, you...
by Tom Wheelwright | Dec 3, 2007 | Wealth Strategy
Some of you know that a couple of years ago I lost a serious amount of weight. I went from 212 lbs to 172 lbs. It's never an easy task to lose 40 pounds, but especially not when you are in your late 40s. Yes, it took a lot of will and determination, but it took one...
by Tom Wheelwright | Nov 30, 2007 | Wealth Strategy
This is a question I get frequently from clients. They want to know when to change their position in an investment, i.e., when to buy more or when to sell. At ProVision, we are not investment advisors, so we don't give specific investment advice. However, as...
by Tom Wheelwright | Nov 26, 2007 | Wealth Strategy
The WSJ wealth blog recently featured an article about Wealth Fatigue Syndrome. This problem occurs when people spend more and more money on “things” and find that they get bored with their things and need more things. Unfortunately, this problem is not...
by Tom Wheelwright | Nov 23, 2007 | Wealth Strategy
The other day I was doing some wealth training with our ProVision employees. We were talking about Internal Controls. One of our employees mentioned that it seemed like Internal Controls were not just about preventing embezzlement and theft, but about all negative...
