Change of Heart
By Staff WriterIs change really possible? Chances are good that nearly every week you see clients who want or need to change themselves or their behavior. Why...
May 01, 2005
Staying GroundedFlashy cars, expensive homes, and lucrative endorsement deals are the stuff of everyday life for top-tier professional athletes. Children dream of growing up to be...
May 01, 2005
Preserving the LegacyAlthough the estate tax may be repealed or significantly changed in the near future, don't expect those changes to last forever. Rising government deficits and...
May 01, 2005
The Promise of Micro CapsWhen it comes to investing, few asset classes evoke more enthusiasm and consideration than micro-cap stocks. While the historically strong performance of micro-cap stocks make...
May 01, 2005
THE GLUCK REPORT, Part II: Going to the SourceEdward Hoffman wrote the book on psychological testing at work. Hoffman is a New York-based licensed psychologist and organizational consultant specializing in testing, an adjunct...
May 01, 2005
THE GLUCK REPORT, Part I: Testing, TestingManaging staff at an advisory firm isn't easy. It's not like solving a financial problem: You're dealing with people, not hard numbers. Yet advisors who...
May 01, 2005
With Friends Like These....A friend recently told me about a meeting he had with his firm's custodian. It was with the custodian's representative for its referral program, and...
May 01, 2005
Taxing TimeThe recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...