A Kind Gesture Can Mean a Lot to Clients Whose Holidays Aren’t Happy
While the festive mood and holiday decorations create a mood of joy and good cheer, the holiday season can be very painful for...
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Ring in the New Year with a Champagne-based Cocktail
Mark Twain once said that “Too much of anything is bad, but too much Champagne is just right.” I’m inclined to agree, and in my...
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Small Acts Can Set the Tone for Your Day
We often think it’s the big things in life that make us happy—a great job, the birth of a child, or finding a soul mate. But...
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Respect in the Workplace: Give It to Get It
Work puts food on the table, a roof over the head and shoes on the children’s feet (or perhaps booties on your doggy’s paws). It’s...
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It Worked for Warren: Lessons from Dale Carnegie
Industrial titan Dale Carnegie’s popular and influential “How to Win Friends and Influence People”, published in 1937...
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Estate Planning When There’s an Addict in the Family
Opioid addiction is reaching epidemic proportions in the United States. According to STAT, a publication covering the healthcare...
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The Tax Bill: A Boost to Corporations and the Wealthy
Republican lawmakers are putting the final touches to the Tax Cuts and Jobs Bill of 2017, and major benefits for corporations and...
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Is the Quarterly Performance Report Dead?
In some quarters of the advisory business, there is the opinion that evolving technology and the availability of complex investment...
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The Best Holiday Gifts for Tech Lovers
When it comes to shopping for the tech lovers on your list, finding the right gift can be a real challenge. They’re generally the...
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Eat More and Train Less this Holiday Season
With the holiday season upon us, we’re surrounded by articles telling us how to survive the festivities without blowing up like a...
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Be Prepared: How to Handle an SEC Investigation
Recent events in Boston suggest that the US Securities and Exchange Commission is stepping up its surprise investigations of...
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How to Meditate Without Actually Meditating
Meditation has been tested by decades of research, with the results almost always yielding a long list of benefits. Want more...
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Crowdfunding and the Gift Tax
With crowdfunding becoming ever more popular, it’s not surprising that Uncle Sam is elbowing his way into the crowd with his hand...
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A New App Helps Millennials Prepare for the End
Death and taxes, those inseparable friends, they say there’s no avoiding them. We eventually adjust to paying our tax, sit down and...
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How to Speed Up Your Home Wi-Fi
We’ve all been there; the movie you’re streaming on Netflix stops just at the most suspenseful moment, or the video you want to...
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What’s Behind that Morning Headache?
Everyone wakes up with a headache now and again, but for some people the condition is chronic and a terrible drag on their lives...
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