Publications

November 20, 2024

Weekly Report 24-49

  WAYMO self-driving Robotaxis are now serving customers in 80 square miles of Los Angeles, excluding airport trips to LAX and traveling on highways.  The rides are more expensive and with longer wait times than Uber or Lyft, but do allow rider customizing for personal music, call privacy and temperature set. Access is via the... Continue
November 10, 2024

Weekly Report 27-48

“THE SINGLE BIGGEST CRISIS FACING OUR COUNTRY IS THE DECAY OF EFFECTIVE LEADERSHIP at all levels of our national life. According to Gallup pollsters, less than 30% have confidence in our institutions ranging from higher education to organized religion, and below 20% with confidence in newspapers, TV news, big business or Congress. America’s core problem... Continue
November 9, 2024

Weekly Report 24-47

FAMILY BUSINESS ADVISORY BOARDS CAN BE THE SALVATION to dynamics that can affect any family group, especially when ownership is spread across a large group of shareholders in increasingly smaller percentages. Those dynamics arise from personality conflicts, concerns about nepotism or abuse of power, as well as challenges of succession, merger or sale – especially... Continue
October 30, 2024

Weekly Report 24- 46

WORKAHOLICS – THOSE WHO ALWAYS SEEM TO HAVE UNFINISHED TASKS AND UNDER HIGH-STRESS SITUATIONS – “commonly experience fatigue, gastrointestinal problems, reduced immunity, and are more likely to suffer severe anxiety and/or depression. Studies have found that many highly accomplished people, especially professionals (doctors/ lawyers/ scientists/ entrepreneurs/ politicians) with personality traits of hard-work, high risk-taking, persistency,... Continue
October 21, 2024

Weekly Report 24-45

ESTATE TAX PLANNING REMINDER: The current exemption level before a 40% tax rate is $13.6 million per individual, until reversion to $5 million in 2026. However, congressional changes are likely which could reduce that exemption much lower. An effective protection strategy to maximize the current exemption while still available is a Spousal Lifetime Access Trust... Continue