No matter what your career aspirations are, you should begin by thinking carefully about why you are engaging in any activity and what you can expect to get out of it.

Mandatory auditor rotation is designed to address a potential conflict of interest between a public company and its auditor. Because an auditor is hired and paid by the public company it audits, the auditor's desire to maintain a good relationship with its client could conflict with its duty to rigorously question the client's financial statements.

We can't count on the Fed to inject this level of liquidity that we saw last year.

We don't take a macro view... We'd look at every company to figure out if trade sanctions are helpful or hurtful.

You need to agree with your boss about what you need to get done that week, what are the metrics of success. Sometimes you need more hours, sometimes you need fewer hours.

Wall Street is at best ambivalent. The size of the accounts is nothing big. How many Wall Street firms do you know that are running after people with $5,000 accounts?

The night before, go over your schedule and see what you're going to do and what the purpose of what you're doing is. I advocate having a two-column schedule. On the left, put down all your appointments and phone calls. On the right, put down what the purpose is.