Leadership

January 16, 2020

Lessons we learned from the last decade…

2010-11: Aftershocks of the Great Recession The best way to see how much can change in a decade is to remember how things were at the end of the last one.  In 2010, we were coming off the worst decade for stocks since the 1930s. The Great Recession had devastated the retirement savings of millions of people. Many of the world’s most famous financial institutions had collapsed.  And the national unemployment rate was near 10%.1 It was a scary and uncertain time. Many investors had fled the markets entirely by 2010, some for good. As a result, they missed a […]
January 9, 2020

What do I need to know about the SECURE Act?

Before we dive in, understand that the SECURE Act is over 20,000 words long.  (And in fact, the Senate had to tuck it away in a much, much larger appropriations bill to pass it.)  That means there isn’t room to cover every provision of the new law, and many won’t apply to you anyway.  So, what follows is a brief overview of the major changes that could affect your finances. Are you ready?  Then take a deep breath as we review…   Changes to the IRA “stretch” provisions1 For years, one of the most popular estate planning strategies was the […]
November 11, 2019

Thank You to all who have Served… Veterans Day 2019

The Tomb of the Unknown Soldier On March 4, 1921, the United States Congress approved the burial of an unidentified soldier who fought and died in World War I. He was buried on a Virginia hillside not far from the Potomac River in the Arlington National Cemetery—a symbol of those who have died to protect our freedoms. In respect, soldiers stand guard to protect his tomb. Intriguing … who was this man? What was his story? Why do soldiers stand guard? What makes today’s solider want to be chosen for this duty? How did this tradition come about? The Story […]
April 15, 2018

Paid to Think

David Rock, in his book Quiet Leadership: Six Steps to Transforming Performance at Work, shares the secrets he’s learned to become a fantastic leader.  And this doesn’t imply that as a “leader” you own the business, it implies that you work with people.  That you lead people; a group, a team, a division, a company, or a project.  This book is for those times when you are called to lead.  (And if you are a Mom, Dad, Wife, or Husband, then you are a leader by default! 🙂 In today’s world, more people are paid for their brains, not brawn.  As […]