Publications
August 4, 2026
Weekly Report 26-31
A CRITICAL ELEMENT OF EFFECTIVE ESTATE PLANNING involves exit from family businesses. Surveys find over eight-in-ten owners regret having sold within twelve months of the transaction, which stems in most cases from failure to have aligned business realities with personal aspirations, financial risk protection, and developing clarity among family members. Since complexity and implicit expectations... Continue
July 27, 2026
Weekly Report 26-30
AMONG THE REASONS THAT AMERICAN MARRIAGES CONTINUE TO DECLINE is the cultural shift in how people approach lifelong commitment, especially planning for the possibility and impact of divorce before the marriage has even begun. A big factor is that older partners generally bring more assets, businesses, investments, retirement accounts, even student debt into the marriages... Continue
July 20, 2026
Weekly Report 26-29
MOST BUSINESS OWNERS NECESSARILY FOCUS on immediate and near-term priorities, while longer-range goals and objectives remain fuzzy concepts at best. The problem then is that if/when operational or financial difficulties or opportunities arise, the absence of having contemplated strategic direction will impact productivity, profitability, continuity and stress levels – especially when family members or business... Continue
July 10, 2026
Weekly Report 26-28
PEOPLE WHO OUTLIVE THE GLOBAL AVERAGE AND REMAIN ACTIVE ABOVE AGE 100 have six predominant traits in common: Diet, Exercise, Social Interaction, Hobbies, Adaptive Personality Traits, and engagement in mentally or physically stimulating Leisure Activities. Latest research confirms that capacity for openness combined with coping resources and a higher level of curiosity & interest in... Continue
July 3, 2026