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This guy Daniel Crosby is the best investment conference speaker I have heard in 20 years. Love him! Thank you Orion Advisor!

TODAY TODAY TODAY I get to hang out with Daniel Crosby ! You can come too.

S&P 500 at the start of the year: 5,881 Now: 5,811 10 year treasury yield at the start of the year: 4.6% Now: 4.5% Boring year

When markets got rocky, advisors stepped up. They guided clients through the noise—and we were proud to support them, including with a customizable video for clients. It helped them communicate with confidence when it mattered most. Get your own now 👇 bit.ly/3RXGhBw

A good marriage is the best predictor of happiness in America.

My most deeply-held conspiracy theory: All Taco Bell hot sauces taste the same and have identical spice levels.

Americans spent over $113 billion on lottery tickets last year, more than they spent on movies, books, concerts and sports tickets - combined.

Free CE, practical lessons — open to all advisors. This month’s featured courses: 📊 Behavioral Asset Management 🗣️ Communicating with Empathy 🌟 Client Experience 🎯 Goals-Based Investing No Orion account required. Start learning → bit.ly/3MWTyrM

First and last day of elementary. I love being his Dad.

I never set out to be a public speaker but somewhere along the way it became a big part of my work. In that time, I've found a four-part framework that is effective for teaching in a memorable way. I call it the four S's. Most public talks start with some version of “It’s

Financial education is working Retail investors are more well-behaved than ever before The dumb money is now the smart money awealthofcommonsense.com/2025/05/the-du…

Meb Faber "You can be right and still be a moron." Daniel Crosby

Hey Daniel Crosby I did a thing! Inspired by the Financial Planning Association of Canada webinar that featured Daniel talking about his book The Soul of Wealth - I am making this commitment: 1 essay and reflection a week from his book. Anyone who follows me knows I think a lot and write often. That

Excited to see where Aravind takes this!

This is an incredible thing Aravind Sithamparapillai is doing! I hope you'll follow along for the next year as he breaks down the science of money and meaning.

There is no greater poverty than being rich in things and poor in relationships.

Gratitude is rebellion against the advertising industry.

Just my luck. The second I drive this bad boy off the dealership lot...