A banker, lawyer and CPA walk into a bar. No, this isn’t the start of a joke (although it could be). Rather this edition of my newsletter is dedicated to advisory and peer groups. Over the years, I’ve developed a …
I’m writing this on the morning of Thursday, June 21, 2022. As always, I publish these on or about the last day of the month and this edition will be no exception. This morning my wife and I had to …
Friday is almost always pizza night at our house. This past Friday we went to Vito’s for dinner; it’s one of our favorite pizza places. I had a productive week and mentioned that my one remaining task was my monthly …
Over the past 16 years I have written this newsletter, I haven’t previously published a special Memorial Day edition. Perhaps that is because so many others publish on the meaning of various holidays or maybe because I’ve never written on …
I’ve been writing these posts monthly since April 2006. My intent has always been to provide something that is thought provoking and educational. As I write this post during the worldwide outbreak of Covid-19 my goal is the same while …
My regular readers know that this monthly newsletter almost always comes out on the last day or two of the month. Coming out mid-month makes this a somewhat special edition. There are numerous messages about Covid-19 with almost every business …
It’s never a bad time to set goals but in the world of corporate and financial planning a lot of it happens in the last few months of the calendar year that is winding down and the first month of …
I usually don’t publish something in December dedicated to the turn of the calendar but with the change of the decade, I was thinking about what it means to be more well-rounded. I don’t pretend to have mastered the concept, …
Several years ago, we were vacationing in Florida and I rented a power boat for a few hours. I suppose my boating skills were a little rusty and I was definitely in unfamiliar waters. As we cruised up to a …
No one can predict the future (or at least not that I know of) but businesses need some line of sight into what tomorrow might bring. Note that I used the word “might”. Although no one can know with certainty …
