Where’s My Yacht?
by Dane Czaplicki on Mar 27, 2023
Are you investing my money or spending my money?
Lawyers, Guns, and Money
by Dane Czaplicki on Mar 20, 2023
Dad instilled in me a love of music. Brother got the real music gene and ability to know all lyrics. But a few stuck out in my mind. Dad loved himself a little Warren Zevon. I bought my first Zevon Tape from Columbia House when I was able to get 12 tapes for a penny back in the 90s. H …
Socrates
by Dane Czaplicki on Mar 13, 2023
To know, is to know that you know nothing. That is the meaning of true knowledge. - Socrates I would like to say I learned this quote from reading philosophical texts, but in reality, it was from watching Bill and Ted’s Excellent Adventure on repeat as a 12-year-old with my little bro …
Members' Wealth Welcomes Marie Feindt, J.D. to the Team
by Dane Czaplicki on Mar 09, 2023
As we continue to expand our offering to our clients, we are excited to announce that Marie Feindt, J.D. will be joining the Members’ Wealth team serving as our Planning Specialist and Estate Attorney.
Planning is Everything
by Dane Czaplicki on Mar 06, 2023
"Plans are worthless, but planning is everything." - Dwight Eisenhower Plan your trade, trade your plan. If you want to make God laugh, tell him your plan for the future. Wealth Management is purportedly about planning. It is about planning a strategy to PRESERVE and GROW one’s wealth …
Wealth is Not a Number it is a State of Mind
by Dane Czaplicki on Feb 27, 2023
When you enter the financial business, numbers come with the territory. Especially the concept of minimum amount needed for entry. Some good – some not so good. Good minimums are those that are considered safeguards. An effort to protect investors from losing all of their money in ris …
Members’ Wealth Credo
by Dane Czaplicki on Feb 21, 2023
Credo - a statement of the beliefs or aims which guide someone's actions. While at business school, I had the great pleasure of hearing Alex Gorsky, then CEO of Johnson & Johnson and a fellow Wharton Business School Alumni, speak to our class. The room was small, the venue intimat …
Made to Order
by Dane Czaplicki on Feb 13, 2023
Parents with more than one child raise their children with the same set of core values. However, the approach and methods they take to raise each child has to vary by some degree. Sometimes this variation is minor, sometimes completely different. Perhaps when young and naïve, parents …
Fear
by Dane Czaplicki on Feb 06, 2023
If we live our lives like all of our decisions will be on the front of the newspaper tomorrow, we would have nothing to hide. If you have nothing to hide you have nothing to fear. If you have nothing to fear, the fear quickly dissipates, and then you realize the only thing to fear is …