Aurelius Family Partners of Raymond James

11/18/2025

Thoughts & Observations:

• Seeing your children tear up leaving vacation is heartbreaking but also confirmation the memories you wanted to make, actually happened.
• Go to places that no one has heard of, that are still untouched by all-inclusives.
• Setting intentions before, during, and after events help me avoid regrets.
• Letting go of your typical lifestyle is so refreshing. It's like a hard reset.
• Try food you're a little scared of.
• There are so many life lessons to be learned, then taught, to your children while traveling abroad.
• What my family takes away from a vacation isn't in my control. The attitude and perspective I show up with is fully in my control.
• The more life I live the less tolerance I have for meaningless small talk to fill the uncomfortable voids. I'd rather sit in the silence, or get real.
• True happiness is the difference between my expectations and reality. The best memories come from times when I don't have any expectations.
• Give without expectation or the need to be recognized.

08/05/2024

There is always a reason to sell... https://www.raymondjamesconnect.com/aL-zIn

07/17/2024

Aurelius Family Partners of Raymond James turns 5 today.

It's easy to call yourself a family partner when things are going well, it's much harder when life inevitably shows up. When you need us, we are there for you - every time. Our relationships are our most valuable asset and it shows.

We want to take a minute to thank our amazing clients for their trust, loyalty and faith in us!

06/25/2024

Big has gotten bigger.

05/16/2024

Hot topic explained in simple terms.

awealthofcommonsense.com

05/07/2024

Recent Thoughts/Observations:

1) A little humility goes a long way.

2) Not wearing an Apple watch is surprisingly freeing.

3) Teaching your children how to change their perspective in real time is one of the best things we can do as parents.

4) Understanding why people think/act like they do is impossible without understanding their past experiences.

5) Past character assets can quickly become character defects later in life.

6) Why does judging someone always mean "better than" or "worse than"? I have to constantly remind myself to look for similarities instead of differences.

7) I have learned to call/text when I get that gut feeling to check on someone you care about. That feeling comes exactly when it is supposed to.

8) What worked in one stage in life typically does not work in later stages. There are a layers and levels to this thing.

9) Travel is great, home is better.

10) I need to constantly remind myself not to expect our old dog out of our new puppy. Same could be said for other relationships in my life.

04/25/2024

There is always a reason to blame markets going down.

"Every past dip looks like an opportunity and every future dip looks like risk."

04/10/2024

So on point.....

"If I say you got lucky, I look jealous. If I tell myself that I got lucky, I feel diminished."

collabfund.com

03/06/2024

"It's amazing what happens when you become open to the best ideas, rather than the most credentialed voices."

collabfund.com

11/03/2023

Great, quick article!

Not on finance, but life.

pws.blackstone.com

10/23/2023

There is ALWAYS a reason to sell...

10/05/2023

Recent Thoughts/Observations:

• Investing is a commodity. Making information relevant, providing prudent advice, and understanding your clients background and biases is not - and never will be.
• The most important things in life don't come with price tags.
• Being upfront and honest is becoming a differentiator. So is saying, "I don't know".
• If you share a problem, there is an obligation to share the solution (when you find one). Problem solving is lacking in our world.
• Never box yourself in. The world changes slowly at first then appears to change overnight. Being flexible is a survival skill.
• The more experience I get, the slower I respond to an issue. Pause, zoom out, gain perspective. Reacting emotionally almost always leads to regret.
• When you appreciate each moment, you lessen your regrets.
• Every time I get aggravated it's because I'm expecting me out of someone else.
• "The urgent will crush the important."
• Losing a family dog is tough. The house is quiet at the wrong times. Routines are broken. Habits that got reinforced over a decade are now moot. Things just feel "off". I guess that means we did it right…