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Humans are subject to an insidious push and pull between comfort and discomfort. Like any species with the evolutionary persistence to survive for millions of years, we’ve survived largely by our ability to identify and avoid threats — toothsome predators in days long past, nebulous anxieties of moneylessness and failure today.

Due to the highly sensitive nature of my work, I cannot share details that haven’t been anonymized and veiled. So, I wrote a short story. It’s a work of realistic fiction, much like the numerous historical fiction books I consume.

In order to wrap our minds around a client’s purpose, wealth advisors must go below the surface, beyond the realm of technical issues such as alpha, beta, and standard deviations, into what matters most: the land of emotional intelligence — EQ.

In this article, Andrea and Randy review some of the most common — and destructive — messages in our respective fields and put forth some tips on how to take back control.

If you’d seen me at six, in tears at the base of the rope-tow line, my parents ski-footed and taking the slow ride up to the top of Butternut Basin, you’d never think that protestful, bratty little girl would turn into a passionate skier.

My father named our family’s first dog — a medium-sized, regal brown poodle — Cato. During Cato’s long life, many assumed the name “Cato” came from the Green Hornet’s sidekick, similarly named “Kato.” However, my father, never a TV watcher, insisted that he’d named the dog for some long-dead Ancient Roman senator.

Cruising down the FDR Drive, I felt ten pounds lighter. That unmistakable feeling hovered: The ceaseless churn, the infinitude of events and minds and souls, the millions of stories flaring up and dying away under lights that never burned out.