Broker Check

Compass vs. the Clock

December 13, 2023

Video Transcript:

This year brought exciting milestones – Ashley and I got married, our team relocated to a new office, and we restructured our business to better serve our clients. While the market is recovering, we acknowledge the journey ahead.

 As I restart this series, let's discuss key insights. Surprisingly, 22% of Americans plan to travel abroad next year, a record since 1967.1 Despite inflation concerns, the economy appears resilient, possibly fueled by post-pandemic confidence.

In the spirit of the season, I've found inspiration in Stephen Covey's "First Things First." 2 He illustrates life's balance using a clock for tasks and a compass for priorities. As the holidays rush in, focus on your compass. Cherish important relationships and be a source of encouragement. It's not about doing everything faster but prioritizing what truly matters.

In this season of gratitude, I'm thankful for each one of you. Serving you is a humbling privilege. Wishing you and your family a joyful Christmas!


1 -, September 11, 2023,, 2023

2 - Covey, Stephen R. First Things First. (New York: Free Press, 1994).