As we are a fun-loving bunch, we know how to celebrate and enjoy each other’s company. Being such a diverse team, we truly enjoy and deeply appreciate other cultures and include this respect in our day-to-day business dealings as well. On a regular basis we congregate...

“The best way to predict the future is to create it” (credited to Abraham Lincoln and Peter Drucker) Can you predict the future? I suspect most of you reading this would say no. For those that would say yes, perhaps you need some therapy (humor intended). Imagine...

Ideally, your financial plan includes real estate, which offers the kind of attributes that will often take the pressure off the rest of your portfolio to perform. Having the right allocation of real estate in your portfolio provides enhanced diversification and non-correlation, (assets behaving in...

Hiring your children, and the associated tax benefits of doing so is not new. But the new tax law, known as the Tax Cuts and Jobs Act, or TCJA, makes it an even better proposition. There are several reasons to consider this if you own...

Every now and then, there are ideas and so-called rules of thumb about retirement planning that creep their way into the mainstream consciousness and then back into oblivion. Sometimes, however, they linger no matter how inaccurate they might be, like undesirable guests at a party...

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein. It is the foundation for success. This applies to the succession of your business or your family or loved ones’ businesses. We have seen many businesses go...

Many of you will remember Jack Benny, the deadpan comedian. Jack was famous for acting out the story of a holdup. He was robbed at gunpoint and the thief was not joking as he uttered: “Your money or your life!”. Jack would look at the...

Can you predict the future? I suspect most of you reading this would say no. For those that would say yes, perhaps you need some therapy (humor intended). What if I asked you: “do you feel connected to your financial future?” Behavioral finance, like any young...