VOLUME 15, NUMBER 3 :: 1525 SPRUCE STREET, SUITE 300, BOULDER, COLORADO 80302 :: 3RD QUARTER 2014 Contact Us The Phone: 303-444-1919 Fax: 303-444-1479 Email: Acorn and the Oak [email protected] www.twcinc.org Contributed by Melissa Hoyer Summer Hours Dear readers, as I was thinking about the transitions that are happening May 27, 2014 through here at TWC, the metaphor of the acorn came to mind. Acorns, the seeds August 31, 2014 of Oak trees, symbolize growth, perseverance, and inspiration. Mature Oak trees symbolize courage, wisdom, and strength. I see this as a continuum Monday—Thursday from which we cycle through again and again during our lifetime – 8:00am—4:30pm beginnings, endings, and new beginnings. Friday 8:00am—1:00pm “The Creation of a thousand forests is in one acorn.” – Ralph Waldo Emerson Regular Hours With each new beginning, there is an opportunity for new growth for Monday—Friday everyone who is touched by it. At TWC, we are shifting some things 8:00am—4:30pm around that will give us all an opportunity to develop new relationships, see fresh perspectives, and continue to stay inspired. What is shifting? I Closures actually heard all of you thinking that just now (yes, I’m a mind reader… TWC WILL BE CLOSED impressive, I know). MONDAY, SEPTEMBER Michael Malpiedi joined TWC in our front office. He recently completed 1ST coursework in a Masters of Poetics program at Naropa University here in IN OBSERVATION OF Boulder. You will hear his warm and welcoming voice when you call our LABOR DAY. office, and for those of you who come to our office, you will get to meet him when you come in to see us. Published by THE WEALTH CONSERVANCY, INC. Katie Wolf, who many of you know from the administrative side of our ® © 2014 The Wealth Conservancy, Inc. investment management services, is a CFP and will be transitioning into a financial planner role. Katie is so smart, so caring and such an upbeat Story continued on page 2... ...Continued from page 1 person - all of you who have the opportunity to placed in a wooden bowl for each person in your work with her as a planner will be delighted, I’m group to take one. Once everyone has an acorn sure! in hand, each person takes a turn to share something they feel grateful for. The acorns are Katie’s transition into a planner role leaves an placed back into the bowl, which becomes a opening for her position as the portfolio symbol of Thanksgiving. So, being the acorn administrator. We are currently interviewing for innovator that I am, I’d like to launch a (first- the position, so we plan to announce who that ever?) virtual Thanksgiving acorn bowl – when new person is in the next Periodic Ponderance. you read this, think of one thing you have So for now, Katie will be taking on both roles. gratitude for, and place it in the TWC Finally, the last transition that I want to tell you Thanksgiving bowl, which looks like this: about is my own – after a decade with all of you, I am returning to the acorn stage to start my own coaching and leadership development business. It is a dream of mine that I’m so thrilled to pursue, and yet it does not come without sad feelings. I will miss you, my fun and smart co- workers, and this place that has been my home for ten years. Admittedly, I’ll also miss the carrot cake at The Cup, my favorite coffee shop OK, I’ll go first… I feel gratitude for all of you for a block away (I mean, REALLY miss it). sharing your lives with me for the past ten years As we cycle through these phases of beginnings, - clients, co-workers and professional contacts endings, and new beginnings both internally and alike. A lot of beginnings, endings and new personally, each of us is committed to taking the beginnings happen in a decade, and I cherish very best care of you, our clients, colleagues, having been with you through it all. And, with and readers, and improving your experience. both a heavy heart and a spark of inspiration, I Transitions are what we make of them, so we are thank you immensely and bid thee farewell. focusing on the gifts of these transitions. Our Back to the acorn and the forests – I cannot know intention is for these shifts, which will affect all all that will spring up from so many new of us, to be a source of fresh perspectives, new beginnings, but I do know that the opportunities and enriching relationships, and inspiration. for new growth are overflowing just like our TWC There is a wonderful Thanksgiving tradition that I Thanksgiving bowl, and it wouldn’t be the same would like to share with you. Enough acorns are without YOU! THE WEALTH CONSERVANCY BLOG Have you visited TWC’s Blog lately? Everything from bitcoin, book reviews, highlighted apps, and more can be found there. Check out our Medical Concierge Services post and learn how to find piece of mind while traveling. Visit www.TWCInc.org\Blog today! 2 Coming Up a Winner Contributed by Myra Salzer and Michael Malpiedi interviewer then inquired why he chose that specific ring and not any of his three other ones. Torre responded that the ring being his first and the words on it, specifically HEART, were what held a special meaning to him. He went on about how his brother, George, had just received a heart transplant just days before that fateful World Series game against the Braves. After a little research, I have also come to find out that Joe Torre, I must admit, was an unfamiliar name Torre lost his other brother, Rocco, to a heart to me when he was introduced as one of the attack earlier that very same year. The fact that keynote speakers for a conference I recently he wears this ring in honor of his brothers speaks attended. Upon hearing his introduction before volumes about his value and connection to he came up on stage, this self-proclaimed anti- family. team-sports elitist pre-judged his value at nil. With nowhere else to go, I reluctantly My biggest takeaway was how he did his best and stayed seated, rolled my eyes, and took a deep came up a winner despite facing some significant breath. At the time, I couldn’t help but think to obstacles along the way. Until his time managing myself “good thing I brought my knitting and iPad the Yankees, Torre had never won a single World as a fallback!” Series title as a player or during his years as manager of the New York Mets, the Atlanta To my pleasant surprise, however, Torre was Braves, and the St. Louis Cardinals. Torre was quite articulate, and there was true wisdom in even chastised by New York newspapers in 1996 his stories. His speech made it clear that he when it was first announced that he would cared deeply for his players, teammates, and the become the new manager of the Yankees. The baseball community during his time as a player, New York Daily News went as far as to run a back manager, and as Executive Vice President for page article calling him “Clueless Joe.” This Baseball Operations of the Major League. Torre snub didn’t last long, however, because that year also wasn't even ashamed to admit that he had Torre led the Yankees to a major World Series never won a World Series title as a player. What victory and then to another three consecutive impressed me further was his ability to work with World Series titles from 1998 to 2000. Regardless and stand up to New York Yankees’ owner of all the criticism and doubt, he always believed George Steinbrenner, a name even I recognized. in himself and his team. Torre’s story has provided me with the resolve to Did you know World Series winners get a ring? I continue to do what I think is the right thing - do now! The interviewer asked Joe about the allocation wise. We might be in our third year of ring he was wearing. He answered that it was going nowhere (or down), but so was Joe Torre from first World Series win, back in 1996, when during several periods of his life. During his he was manager of the New York Yankees. The Story continued on page 4... 3 ...Continued from page 3 childhood, Torre was a witness and victim of have predicted Torre would have a World Series domestic violence at the hands of his father, Joe championship as a manager and then claim three Torre, Sr. He watched as his mother and siblings more after that? George Steinbrenner in 1996, were physically and emotionally tormented on an who committed to an apparent bygone, is to our almost daily basis for the first twelve years of his clients as Joe Torre is to our portfolios. This life. Then in 1999, Torre was diagnosed and being said, I am quite confident the rewards are treated for prostate cancer. This diagnosis, yet to come. however, did not stop Torre from being there for I believe, think, and have confidence that in a his team, and he continued to manage the few years all our clients will be heartened for Yankees while undergoing aggressive cancer having endured the more difficult times in life. treatment. Despite these immense obstacles, And I anticipate we will be stronger for the Torre was able to find the strength to preserver experience.