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 …
Members' Wealth Welcomes Colleen Mahoney to the Team
by Dane Czaplicki on Feb 01, 2023
Members’ Wealth would like to welcome Colleen Mahoney to our team as the Director of Client Experience. Colleen began her career with an investment advisory firm focusing on high-net-worth clients.
Knights of the Round Table
by Dane Czaplicki on Jan 30, 2023
Modern or Traditional, Wordmark or Lettermark, Symbol or Picture, Abstract or a Mascot…so many options to choose from. Blend in with everyone or try to stand out. Push the envelope or be conservative.
The Time is Now – A Seismic Shift is Underway
by Dane Czaplicki on Jan 25, 2023
At Members’ Wealth, our investment approach is one that is critically analytical, fundamentally driven, and value conscientious. So, the market environment we have seen for more than ten years, which has consisted of historically low interest rates, persistent low volatility, skyrocke …