The year’s best decision
These days, businesses of all types – from healthcare to manufacturing to technology – are holding on to cash more tightly than ever before, taking a “wait and see” approach […]
The forces that shape our financial lives
Powerful but invisible forces impact both individual and advisors’ financial choices. It is the financial advisor’s duty, however, to spot the warning signs and to work in a manner that […]
A great way to lower taxes: part 2
Editor’s note: This is the second of two parts. Read part 1. Compensate limited partners by transferring a future ‘profits interest’ In a partnership, the majority partner, or grantor, can […]
Is your business keeping you up?
According to the most recent U.S. Department of Commerce and Bureau of Census data, small businesses employ just over half of all private sector employees; they pay 44 percent of […]
Goodbye, operating leases: part 2
The impact on the commercial real estate market would be substantial and will have a significant impact on commercial tenants and landlords. David Nebiker, Managing Partner of ProTenant (a commercial […]
Top three issues for a financial reality check
According to 2008 U.S. census data, the average life expectancy in the U.S. is 78 years, five years longer than it was just 30 years ago. The good news is […]
How to make the most out of the second half of 2010
It may be time for individuals to consider firing themselves – from one job, at least. For those who act as their own financial advisor, now is a good time […]
How to pick a debt buyer
Charged-off consumer and commercial receivables remain at historically high levels, which means more companies are looking for solutions to the strain of recovering non-performing accounts and loans. Selling the debts […]
Six key questions to ask before hiring a CFO: part 3
(Editor’s note: This is the last of three parts. Read part 1 and part 2) 4. How will you proactively communicate with me on an ongoing basis? Unfortunately, many CFOs […]
Stressed out by distressed assets?
With rising credit defaults and the economy making only fits and starts toward a recovery, companies that extend consumer and commercial credit are facing a growing pile of distressed assets […]
Six key questions to ask before hiring a CFO: part 2
(Editor’s note: This is the second of three parts. Read part 1.) 2. What questions should I ask a CFO to be sure he/she has the experience and personality traits […]
How to live with a sense of financial abundance
Do financial concerns ever keep you awake at night? Are financial issues putting stress on your marriage? Do you live in fear of financial scarcity? If any of these apply, […]















