Video Padcast

In this video, I share a lesson that has stayed with me since I first heard Roger Federer’s 2024 commencement speech at Dartmouth College. 

Federer noted that while he won nearly 80% of his matches, he only won about 54% of the points he played.

That idea has always resonated with me — not just in tennis, but in life and in financial planning.

Over time, I’ve come to see that financial planning isn’t about getting every decision exactly right. Markets move, life changes, and unexpected events happen. What matters most is having a thoughtful strategy and staying focused on what truly matters to you.

For many people, that includes:
• Time with family
• Meaningful work
• Experiences that bring joy
• Flexibility as life evolves

The goal of a financial plan isn’t to eliminate uncertainty — it’s to bring clarity, organization, and direction so you can move forward with confidence.

Should Investors “Beware the Ides of March”?

In this video, we take a closer look at the phrase “Beware the Ides of March” and how it has found its way into market history.

While the phrase originates from the story of Julius Caesar, it has also become associated with periods of potential market volatility around the middle of March.

Looking at historical data going back to 1957, the S&P 500 has shown some interesting seasonal tendencies:

• The middle of March has often been a period of short-term weakness

• The latter part of the month has frequently seen a recovery

• In years where the first two weeks of March were negative, markets have historically rebounded in the final two weeks about 76% of the time

Of course, history never guarantees future results.

But it can provide helpful perspective.

For investors, moments like this serve as a reminder that markets rarely move in straight lines. Periods of uncertainty and volatility are a normal part of the process.

That’s why having a thoughtful, long-term investment strategy matters—so decisions aren’t driven by short-term movements, but by a clear understanding of what you’re working toward.

If you’ve been thinking about how market volatility fits into your financial plan, and it feels like the right time to explore those questions, I’d be glad to spend a little time talking them through with you.

As financial success grows, something else often grows with it… Responsibility. Not just earning or investing— but managing multiple advisors, making interconnected decisions, and trying to make sure nothing gets missed. Over time, that can become a job in itself. And it can lead to a bigger question: What is all of this actually building toward? Not because anything is wrong— but because everything hasn’t been brought together in a coordinated way. In this video, I talk about the hidden burden that can come with success—and what it looks like to bring more structure and clarity to it. If that resonates, I’m always happy to talk it through.

If you’re a business owner, your company is likely your largest asset—but it may not be as valuable or sellable as you think.

This channel helps you understand what really drives business value, how buyers evaluate your company, and how to prepare for a successful exit on your terms. We focus on reducing risk, improving transferability, and closing the value gap between what your business is worth today and what it could be worth.

I’m George Vieth, a financial advisor working with business owners to help them turn what they’ve built into lasting personal wealth.