The goal of any investor is to have the most successful experience possible, or at least an experience that will help them reach their financial goals. Unfortunately for many investors the experience is anything but successful. As we have said for many years at CJM investing is easy it’s just not simple. All you need to do is follow a few simple rules, rules we have professed to our clients year after year such as

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Last weekend I had the rare opportunity to sneak out of the house for a round of golf. One of the gentlemen I was paired with was a doctor whom I never met. After learning I was a wealth manager he shared with me that the money he put with Merrill Lynch 15 years ago (1997) is worth just about the same today. I told him that having spent nearly ten years with Merrill and

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We are being measured by a different yardstick today whether we like it or not. If you can’t show resilience, empathy, adaptability and pinpoint intuition you may fall into the same pit a lot of executives and part time leaders found themselves in when the hammer came down. Today’s human capital is required to be precise, risk takers with grounding and stability in their character expression. Rigidity and lack of concern for the company, employees

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Leadership Born or Learned

Posted by Dr. Rick Spruill on January 01, 2000
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Category : Blog

Leadership Born or Learned Often times we have think that great leaders were taught to be that way.  Maybe they had great mentors received some specialized training or were able to attend some of the finest private schooling and post secondary education in the world.  Is this plausible? Sure, but is it likely that all great leaders had this advantage? I espouse the belief that great leaders are born with the necessary skills to great

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Why Nobody Wants to Go to Your Sales Meetings

Posted by Les Lent on January 01, 2000
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Category : Blog

Most sales meetings are just awful. At least for the sellers. Weekly, monthly, quarterly—it doesn’t matter. Most of the attendees would rather be doing something, anything, else. The reason? There are lots of them, but mostly it’s about value, or a lack of it, for the attendees. Sales managers, company leaders and HR can easily get caught up in having a meetings just because. A mandate to meet. Cookie cutter agendas with little preparation and

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Ready to jump on A Table and Start the Week Let’s Get This Day Started! Good morning Mondays always gets odd looks from people!~My friend Joey Graff who used to dance on desks on Mondays set the stage for his work week in Corporate America, and setting an example for those he worked with as well, as I always think of him with his Monday attitude ~ Can you imagine a man making 6 figures walking

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How Do We Set Our Goals

Posted by Kenneth Feldman, Ph.D. on January 01, 2000
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Category : Blog

How Do We Set Our Goals Specific: Goals need to be something specific. Often we set goals that are so loose, it’s nearly impossible to judge whether we hit them or not. For example, a statement like “I will lose weight” is too vague. How will you know if and when you’ve reached your goal? Saying, ” I will lose five pounds this month” is more specific. At the end of the month it will

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Egypt and Beyond

Posted by David Morey on January 01, 2000
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Category : Blog

The Obama Administration has a critical opportunity to avoid a foreign policy-as-usual approach and to pivot off the Egyptian crisis to reboot US foreign policy.  In fact, we must use the current Egyptian crisis to re-examine, re-prioritize and re-energize U.S. foreign policy.  This is the moment to quietly and strategically re-calibrate our approach to a world in hyper-change mode-with the molecules in motion. Based on an insurgent strategy framework, below are five signposts for this re-calibration. First,

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Do You Have Leadership Systems? Part I

Posted by on January 01, 2000
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Category : Blog

An excellent leader has systems by which and through which the business or organization is managed. This makes it much easier to manage well.  These systems help keep your leadership stool in balance. I stated in the previous post that a leader has to have a balanced focus on employees, on customers, on finances, and on operations. In this post I’ll focus on employee, or human resource, systems. Human resource systems are essential to excellent

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Leadership Lessons from a King

Posted by Dion Harding on January 01, 2000
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Category : Blog

Leadership Lessons from a King   This past Monday was the 25th federal observance of the birth of Dr. Martin Luther King, Jr.  As I paused to reflect on his contributions to the shaping of our nation I realized there are leadership lessons from his life that are relevant in corporations and all organizations today. If you ask one hundred different people what leadership is you may get one hundred different answers.  However, a recent

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