Publications
April 4, 2025
Weekly Report 25-16
ABOUT ESTATE PLANNING: Most millennials and many other adults wrongly ignore the importance of planning in event of life changes (like marriage, divorce, births, deaths, financial changes) which impact their assets and priorities upon personal incapacity or death. Beyond saving potential taxes, protection from creditors and legal challenges, important factors can include: (1) Care of... Continue
April 4, 2025
Weekly Report 25-15
IN UNCERTAIN TIMES, MANY FAMILY BUSINESS OWNERS FOCUS SOLELY ON SYMPTOMS of risk (sales down, expense levels, insurance coverage, etc.) which are measures of success, versus the key points at which, if failure occurs, it could cause the entire system to fail. The greatest insurance and assurance of business success is a Culture driven... Continue
March 24, 2025
Weekly Report 25 -14
BUSINESS PROFITABILITY IS DEPENDENT ON PRODUCTIVITY stemming from systems and procedures conducted by workers. Researchers consistently find that employees “tackle challenges more assertively and effectively when well ‘Coached’ – mostly a process which guides them toward self sufficiency and personal growth.” Four basic coaching styles are dependent upon experience of both the manager and employee,... Continue
March 9, 2025
Weekly Report 25-11
POLARIZED DIVERGENT POLITICAL BELIEFS CONTINUE TO INFECT MANY WORKPLACES – over 90% according to a Resume Now report, which also found most workers believing that “leadership’s political bias influences policies & promotions, and over half actively avoiding colleagues with different political views.” While conflicts rooted in deeply held values many never be resolved, they can... Continue
February 28, 2025