Walking in Their Footsteps: When Launching a Business, Learn from Experience
A lady friend once described me as gothic – it was the ‘80s, after all – but from my side of the skull, it’s all early...
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Say It, Joe, or Say It Ain’t So: Biden Camp Backs Tax Hike
When my older brother speaks, it’s a good time to open your ears. If Paul says the golden words, “OK, look – here’s how it was,”...
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Sacramento, We Have a Problem: Democrat’s Wealth Bill Aims to Tackle Tax Flight
We examined the wealth tax proposal floated by California Democrats, and our first impression was, what’s all the buzz? One...
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Don’t ‘Die Without a Will’: Life Insurance for Your Partnership
I was talking to my business partner the other day, and I didn’t like the sound of that cough. All this wheezing and hacking – what...
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More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?
Is the coronavirus pandemic finally starting to abate? The initial signs are promising in some parts of the country and we can only...
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Business Planning: Corporate Tax Implications of a Democratic Win in November
We cannot predict who will win the presidential election in 2020. The likely candidates are identifiable: The Democratic Party will...
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Insurance Protection for Key People is Becoming Critical in Private Equity
Let us consider the men and women of private equity. They’re different from you and me. Whether they read F. Scott Fitzgerald or...
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Coronavirus Pandemic Accelerates Evolution in the Insurance Industry
Once upon a time, buying a life insurance policy involved a lengthy and complicated underwriting process. At worst, it could take...
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Seeing Your Way to Boosting Video Engagement Among Your Audience
As most of us shelter at home, laboring to keep the family out of the frame for business-related Zoom calls and waiting to return...
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A Crisis of Decision: What to Do When the Old Rules Don’t Apply
There’s a bit of wisdom positing that generals tend to prepare for the last war. People in all endeavors are vulnerable here: while...
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The Home Videoconferencing Setup For Financial Advisors
The ongoing coronavirus pandemic has brought on strict social-distancing measures around the world. Forced to work from their home...
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Corona Crisis: Estate Planners Adjust to Working from Home
Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...
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Work-From-Home Pro Tips From a Longtime Remote Worker
Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...
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A Guide to Thriving as an Advisor in the Time of COVID-19
At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...
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eResources to Navigate Life Insurance Logistics during Lockdown
There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...
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Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office
The quarantines associated with the coronavirus pandemic – strictly enforced travel bans, limitations on time in public, even...
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