In The Journey we go off-topic with personal observations.
The other day someone hired me for a brief consultation on how to handle his stock options. This was the first time I ever talked to the guy and perhaps also the last, and we spent the entire time discussing investment risk and tax issues. As we wrapped up the conversation, though, he said, “I’ll send you a picture of my family.” Minutes later I opened an email attachment to see a family of four enjoying a happy moment together. Sending the photo was such a simple gesture, and such an extraordinary and touching one. And it was a reminder, which I’ll pass along knowing that many of my readers are financial professionals: when we help our clients, it isn’t about money, it’s about people and families.
