Your search for “blog” returned 2006 results
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Being Married to a Stock
Some people lose sight of the reason for and purpose of investing. The clients I consult with have as their primary purpose of investing to ensure their long-term financial security....
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Dr. King Had a Dream
Next Monday is the 60th Anniversary of Dr. Martin Luther King Jr.’s iconic “I Have a Dream” speech, which he presented on August 28, 1963. Two months before then, he...
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Confidence Impact on Investing
Investing in any manner is a reflection of confidence in future outcomes. This applies to investing in a private business or a public company and also various ways of lending...
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It’s 5 O’Clock Somewhere
Jimmy Buffett passed away Friday at age 76. Earlier that day, I was driving home with my wife, and we were listening to Sirius Radio Margaritaville, which had a countdown...
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Exciting Moments in Sports and Business
This weekend, there were a lot of sporting events that caught my attention. Xavier Gipson’s punt return touchdown giving the Jets a win was the most exciting for me. That...
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Sidney Kess 1926 to 2023
A good friend, colleague and writing partner passed away Sunday. Sidney Kess was 97. We spoke at least once a week and are scheduled to co-present a continuing education program...
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Illusions of Value
How assets are valued has recently become front-page news because of the current litigation between NYS and President Trump. Valuation has always been a contentious issue since most values are...
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Role of CPAs in the Overall Economy
Public accounting is a great profession performing a vital function for businesses, not-for-profit organizations and individuals in many different areas of the overall economy. My career was spent as a...
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Reduce Financial and Digital Clutter
We are sometimes overwhelmed with clutter. Sometimes paper and, more lately, digital. The difference is that you can see the piles of paper while the digital clutter lurks in your...
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Role of CPAs With Personal Financial Planning
CPAs perform a wide range of services including personal financial planning. This is a critical service for clients and I feel the CPA is best able to perform these services....