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Reflections on a Decade of Financial Change


Sharing the journey, one day at a time.

Dream Weaver

The ethos passed down from my grandfather permeated slowly at first, but was consistent throughout. All you have is your name and your word and honesty, trust, and respect are the foundational construct of any successful endeavor.

There were a lot of good people in the world: folks who believed there was a better way to do business, people very good at what they do but better at who they are.

You find out who your friends are when you stop paying upwards of $100 million a year in commission. It was a painful yet powerful lesson and I'm a better man for having learned it.

Through the years the mission has evolved from the ABC's to the 401(k)'s, including Minyanland for kids, Minyanville as our flagship property, custom Buzz & Banter applications as community tools for institutions, and The Ruby Peck Foundation for Children's Education, which has moved the needle on the philanthropic front.

Back to the Lecture at Hand

We like to say that the market writes the script and Minyanville tells the story but that only scratches the surface of what we've experienced together. It's been more than a financial process, it's been a human evolution that continues to continue with each passing day.

I've made my fair share of missteps, which would have been entirely easier if I wasn't sharing them with the world in real-time. Mistakes became lessons; for me even still, and hopefully for some of you.

The last few days have been reflective as I took a trip down memory lane. As I chewed through the archives in search of a proper sampling, I remembered where I was and how I felt when I wrote the words for the first time.

Ten years -- it's a heckuva run and quite hopefully, a solid beginning.

There is one thing I know with absolute certainty: without you, there would be no us and for that, I must express tremendous gratitude with sincere humility. As we've been known to say, a dream is only as powerful as those who believe in it.

With that, I offer this random sampling:

Brokedown Palace, September 11th tribute

Remembering Bill Meehan
, September 2001

The First Random Thoughts
, October 2002

Full Circle
, May 2003

Full Disclosure
, January 2004

Give Yourself a Hand
, May 2004

A Fish Called Kevin
, March 2005

Mother Morgan
, March 2005

The Ojai Chronicles
, August 2005

, November 2005

The State of the Art
, June 2006

Class Clown
, July 2006

Monopoly Peg!
July 2006

Five Themes of the Next Five Years
, August 2006

The Money Tree
, August 2006

The Vail Trail
, August 2006

The Critter's Choice Awards
, December 2006
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