The Envisionary, 30 Years in the Making

Gosh. When you read the title of this article, it sure seems like a long time. As we present the 120th issue of the Envisionary, I want to say how humbled I am that it is still in existence. This is a quarterly “newsletter” that has been personally crafted and published by our firm since the very beginning, and we have never seen anything else like it along the way. So, thank you for taking the time to read it.

As I look back, there are plenty of stories I could share related to how things have evolved, especially the quality of the publication. Meaning, the early editions were a little rough. However, I think the one thing that is most important is; why do we write it? Answer? Because I have always believed that if you can combine the emotional and intellectual sides of how we think with the financial sides, everything will make more sense, and the bigger picture will be easier to see. That’s why we include financial and economic data with leisure, personal and even emotional stories. We view it as an extension of our services / client relationships and believe it can provide “slow drip” education if you will.

The other piece that we spend much time thinking about is not what the Envisionary was, but what it will be in the future. The way we take in information today, especially among varying age groups has completely changed, and changed quickly. Not only that but what is important to us, how we spend our time, and societal expectations are also shifting. So, as we continue to build client relationships at our firm and understand what is most valuable and meaningful to those we work with, we will continue to offer this as a reflection of those things.

This publication is for you, so if you have thoughts or ideas on how to make it better, more powerful, etc. Please let us know.

Cheers to the Envisionary!

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