Weekly Reports Archive

“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... Continue

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... Continue

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,... Continue

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... Continue

HALLOWEEN, JUST A FEW WEEKS AWAY, has been celebrated in America for some ten decades with costumes reflecting the culture’s most popular personalities. Think back to when you or siblings or your kids Trick-n-Treated dressed in some manner like: In... Continue