Question for advisors: A client passes away. The account is relatively small, and there’s a good chance the surviving spouse will move the assets elsewhere. From a practice-management standpoint, there may be little economic incentive to spend money on flowers, memorial donations, etc. Do you send flowers, make a donation, send a handwritten card, call the family, or simply handle the paperwork professionally? Where do you draw the line between being a business owner and being a human being?

I was just separated from my company this morning. After being put on a PIP plan (which btw came as a surprise). Never not once was I told that I’m doing something wrong. In the end, I think I was put on this ridiculous plan because one of the executives stopped liking me. Ever since then, I’ve been targeted up until this point. What do I do?

If you were 10 weeks pregnant and had a notoriously difficult boss, would you tell them now or wait until after the first trimester? I’m dreading telling him. He’s explosive. Maybe talk to HR first.

Have you ever made your best investment decision when everyone else was pessimistic? What gave you the conviction? Look at Starlink today.

A lot of people say “money isn’t everything,” but it becomes something very quickly when you feel underpaid. It’s hard to stay motivated when the gap feels obvious. How much does compensation affect your day-to-day morale?