Movement begins with consideration.
Life is full of unexpected changes.
What's on our mind?
Is it true? Useful—now...?
Being prepared for the unknown is wise.
It's a mental practice.
We are collaborators
cohesive with your real needs.
Plans are worthless, but planning is everything.
There is a very great distinction because when you
are planning for an emergency you must start with this
one thing: the very definition of “emergency” is that it is
unexpected, therefore it is not going to happen
the way you are planning.
Dwight D. Eisenhower (November 1957)
About Robert Bailey
Why people listen to us
In 1998 I worked in the foundations, pensions, and the endowment industry—institutional investors. What I learned really interested, but also amazed me. It was not all-right. I wrote a book about it—for the individuals who were being hurt by vast, sweeping financial decisions. Others saw what I saw. Some of these changed careers and improved products for long-term business and individual financial security. Us? We value a simple ethic: If the product is not good for the client—we do not recommend it. Our yardstick is that clear.
Many of us... would still choose to get back to our original enthusiasm, those hopes and dreams... I have been very blessed. My goal is to share what I have learned about personal re-invention and business protection—with as many people as I can.
Thought Leader. Interview (2019)
This was an interview with two Finnish friends
about their challenges getting traction in a
different country. Their hurdles are familiar
and the specifics differ, but there are powerful
steps that can be taken anyway.
Client Coaching Tape (Winter 2021)
We all get disheartened over poor decisions.
This provides a practical model to run decisions
to discover what to do.
Who Am I? Notes.
with a concentration in southeastern US and south Florida. My formal networks
extend my practice capacity to New York and other states.
My strategic partners are the best in their field.
This is a direct benefit to clients.
After college I lived in Washington, DC where I earned an MA
in Journalism. When I moved to New York City, I went back to
school—obtaining a special certificate in Finance from the
Wharton School [not an MBA!] A broad base of friends led me to
the opportunity to be a field producer at Woodstock '94 (Woodstock II—fun... stories.)
And yes—I surf. Or did. In HB (Huntington Beach, Newport (RI) and along the East coast).
Many years ago now...
Salvation Army Board for Palm Beach County
in 2024.
Rob with Bill Mikus, The Pelican Club in Jupiter for a recent Salvation Army of Palm Beach County event. We were sharing the same team-of- teams concept with nearly 100 area non-profits. Bill is the recent Chairman and I was the Vice Chairman in this photo. My term as Chairman ends in 2024.
Robert Bailey
Managing Partner
Trusted Advisory/Parallax
Teddy and I have enjoyed a getaway a few times—just over the border in Georgia. We like to change up what we do. This was not a photo- op.We had been cantering along the beach. You might see the dolphins in the background that followed us. Special day.
Testimonials
"Good to work with..." Karen LaFrance
"Keen sense..." Bryan Paton
I always feel uplifted and encouraged whenever we meet.
The challenges seem less daunting and the action plan for conquering them doable.
If you are serious about being the "boss of your affairs" and actively building
an A Team to help you reach your objectives, Rob must be in your line up.
Bryan Paton, MBA, AIGPE CBB Bryan Paton, MBA, AIGPE CBBCOO Manhattanstreetcapital.com