The 4 Simple Words that Every Great Boss Uses
You know you should praise your employees. You know you should thank your employees for their hard work. You know you should...
Read more
Why are Eggs the Go-To Breakfast Food?
Eggs are a miracle, a perfectly packaged food gifted to us by birds. People have been eating eggs for thousands of years...
Read more
Steakhouses Worth a Splurge
A night out with the boys, complete with steak and cigars, is an obligatory splurge from time to time. A great steakhouse is likely...
Read more
The Happy News that Beer is Good for Your Health
A beer a day keeps the doctor away? That would be great, wouldn’t it? Well, hang onto your hats, because it looks like this is...
Read more
The Biggest Cybersecurity Threats to Your Business Right Now
Today it’s not just big corporations that need to worry about cybercrime. Threats from ransomeware and spear phishing, as well as...
Read more
Cybersecurity Risks for Financial Advisors
Financial advisory firms are frequent targets for cyber attacks. In fact, recent reports suggest that close to three quarters of...
Read more
Handle a Post-Presentation Q&A Like a Boss
No matter how great your presentation, if the Q & A bombs, that’s likely to be what the audience takes away. Most presentations...
Read more
Up Your Game to Elevate the Client Experience
Advisors are constantly looking for new ways to grow their businesses. Sure, acquiring new clients is critical, but so is taking...
Read more
Advisors’ Practical Solution for Fulfilling the Duty of Care
In the wrangling over the fiduciary rule, regulators and financial institutions have overwhelmingly focused on the duty of loyalty...
Read more
Estate Planning: the IRS extends time for a Portability Election
Portability allows an unused estate tax exemption to be transferred from a deceased spouse to his or her surviving spouse. While...
Read more
Seven Traits of Outstanding Leaders
The topic of emotional intelligence (EQ) continues to dominate discussions of leadership. A recent Harvard Business Review (HBR)...
Read more
The Best Things to Eat at a Client Lunch
In the middle of a busy day when you have a thousand things to think about, a client lunch can provide a pleasant diversion – or it...
Read more
Women Face Challenges on the Road to Retirement
Women face any number of hurdles when looking ahead to retirement. For example, they live longer and they are more likely to...
Read more
Do You Have a Thyroid Disorder?
Although problems involving testosterone and estrogen (the sex hormones) tend to garner more attention, abnormal levels of the...
Read more
The Best Vacation Spots for September
September is a fabulous month for a vacation. Not only does it start off with a holiday to extend your vacation time: it’s simply a...
Read more
A Road Trip along Kentucky’s Bourbon Trail
What comes to mind when you think of Kentucky? Bluegrass, the Derby, elegant thoroughbreds . . . or maybe bourbon? The state is...
Read more