A trip to the New York Stock Exchange

Feb 13, 2018Intentional Ownership

Over 10 years ago, I started this company with a vision of “Doing Good for You, So You Can Do Good for Others.” We have had a lot of exciting opportunities during that time, but on Tuesday, January 30th, Angel and I were at the New York Stock Exchange (NYSE) with our good friends from Inspire Investing. Our common vision and focus allowed me the opportunity to be on the podium and “bang the gavel” to officially close trading.

The opportunity to close the market, while humbling, was an opportunity to further observe a system that, all too often, takes our view off of what is important. The headlines from January 30th would tell you that the market dropped a little over 1%. Since then the markets have posted their first 10% correction in over two years, but honestly, in a few months, I doubt anyone will even remember.

Our job is to help you stay focused on what is important to you. How do we know if we are doing well? We see it in the outcomes of our families and businesses. We see strengthened relationships. We see people experiencing less fear and more peace.

How do we know if we are “Doing Good for You, So You Can Do Good for Others?” We measure things that matter. With 2017 now behind us, here is the “Good” that happened through the families and businesses we served over the last 12 months.

Planning that presented opportunities to save or avoid over $34 million in taxes.

Planning that presented opportunities to give over $90 million to non-profits and ministries.

In addition, the Employee “Doing Good Fund” was able to support over $48,000 of local, national and worldwide projects that made a difference for today and for eternity.

In 2018, we are setting our sights even higher in serving you. We want to achieve more alongside you.

I invite you to watch the video below of the closing bell at the NYSE. It was definitely a “bucket list” experience. However, I never want to lose sight of why we do what we do. We do it for you. We do it for others!

Live at the New York Stock Exchange!!