Publications

March 17, 2018

Weekly Report 18-12

• THE MOST EFFECTIVE LEADERS CONSISTENTLY CONNECT WITH THEIR EMPLOYEES OR TEAM by positive actions which influence behavior to motivate performance. “Being a leader in people-centric work cultures differs drastically from managers in toxic workplaces who bark out demands and use century-old tactics like fear and negative reinforcement… In close teams and interpersonal interactions that... Continue
March 4, 2018

Weekly Report 18-10

ALL CHANGE MEETS RESISTANCE and “when the rate of change inside a company becomes slower than the rate of change outside, the end is insight.” [Jack Welch CEO, General Electric] Resistance typically begins with response from key managers who will be personally affected. They are too busy; it will be too expensive and no budget;... Continue
February 27, 2018

Weekly Report 18-09

THE CONSEQUENCES OF FAILING TO KEEP LEGAL & FINANCIAL DOCUMENTS in order and available to family members at time of incapacity or death can be huge – financially as well as emotionally. The most important documents are categorizable as: Health Related – Durable Power of Attorney, Living Will and/or Revocable Trust, emergency contacts, insurance policies;... Continue
February 18, 2018

Weekly Report 18-08

RETIREMENT PLANNING IS A MOVING TARGET, complicated by the fact that most people focus on currently recognizable risks, like equity market volatility or that a particular investment decision was wrong (perhaps guided by an incompetent or unscrupulous advisor). But other, more relevant, risks are too often overlooked because they are out-of-sight, out-of-mind: (1) Complacency risk... Continue
February 11, 2018

Weekly Report 18-07

NEW TAX LAW UPDATE Re BUSINESS MEALS: 50% of Business Meals can still be deductible, provided that supporting documents fully substantiate (a) that the meal was “directly related to a substantial and bona fide business discussion, associated with the active conduct of the taxpayer’s trade or business”; (b) that such expense was “not lavish or... Continue