Gene's Blog

Business Owners Fall Short In Planning Leadership Transition

Planning Leadership Transition When a business owner dies the leader and business team left in charge are often overwhelmed. Most business owners do an adequate job on estate planning and…

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Even Foreigners “Get It!” & You Have To Be In Gold

One more commentary from Fred: May 24, 2013: First, remember the holiday we observe over this weekend: Memorial Day. Keep those who are serving, have served and who have made…

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Some Interesting Observations On (Stock Market) Prophesy

Most prognosticators base a good deal of their predicting on what has happened in the past. Unfortunately, most of them don’t really know the long-term statistical past. So, in order…

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Upcoming Event – Two Remarkable Entreprenuers

Coming up is a special opportunity to get up close and personal with two $100 million plus business founders. This is a chance to learn from two remarkable entreprenuers, Howard…

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Hiring The Right Accountant For Your Business

Hiring the right accountant can mean the difference between success and failure for business owners and high income individuals. The bigger your company, the greater your assets, the more you…

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For Your Health – The benefits of Physical Therapy for Arthritis

Before I get into the financial advice, I would like to talk about a physical condition which you may be afflicted with.  Many of you are aware of the fact…

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Investment Performance – Luck or Genius

The following is a commentary from my friend and fellow coach Fred Taylor: The old sociological conundrum, “is it nature or nurture” has, as its investment equivalent, the luck or…

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Good to Great Business Success Factors In More Depth

NOTE: Last month in a posting we called “Small Business Lessons from Big Business,” we talked about Jim Collins’ book, Good to Great and four factors Collins’s research says enable…

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He Called the Crash

February 28, 2013 Weston Wellington, Vice President
Down to the Wire The investment community lost one of its more colorful characters last week with the passing of Martin F. Zweig, a…

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Those Who Can Time The Market

OK, “Those Who Can Time The Market” is a teaser headline. I’m not aware of anyone, with any tool or tools who can consistently make correct market timing calls —…

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Why Active Investment Is A Losing Bet

Friedrich Hegel’s sobering still observation remains unshaken: “…the great lesson of history is that no one learns anything from history!” Despite multiple decades of investment history, actually almost a century…

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“Caveat Emptor” The Two Most Important Words (for investors)

written by Fred Taylor Tue. 05 Mar 2013 I doubt that my old high school teacher (and world class basketball coach) Tom Morgan could have ever imagined when he taught…

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Good to Great – Small Business Lessons from Big Business

What Business Owners Can Learn from the National Best Seller Good to Great Check any listing of the best business books of the last 15 years and you’re likely to…

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Wealth Matters: The End of a Decade of Uncertainty Over Gift and Estate Taxes

By PAUL SULLIVAN Published: January 4, 2013 FOR many of the wealthy, the American Taxpayer Relief Act, passed this week by Congress, is aptly named. For gift and estate taxes in…

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Business Owners: Dealing With Obamacare Is Essential

According to Forbes magazine one of the most essential concerns for small businesses in 2013 has to be dealing with Obamacare. Yes, there are many other issues. For example, business…

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Last Years Financial Forecast – Many Happy Returns

Jim Parker, Vice President  at Dimensional Looking back at last years financial forecast and how it matched up to reality, also some perspective to apply when looking at the forecasts…

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OMG What Do I Do If We Fall Off The Fiscal Cliff (or we don’t)?

This Article Courtesy of Fredrick C. Taylor The media just loves what’s going on in Washington these days. You cannot escape all of the so-called experts prognosticating about all of…

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Excellent Client Question About Investing Near the Fiscal Cliff

This Article Courtesy of Fredrick C. Taylor During one of my recent make up sessions, an attending client posed an excellent question: with the “fiscal cliff” looming, wouldn’t it make…

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Survivor Bias

Following along with the lead story about experts timing the market and offering advice about what to do when…, one might ask what ever happened to…? We’ve discussed before in…

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An Aging Body Allows Insights Once Missed

Chris John Amorosino When you reach my age, 62, you realize you have a new body. Your previous body was pretty boring. It hardly ever complained, drew attention to itself,…

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The Best Advice I Ever Got

What happens when you ask 21 luminaries from all walks – finance, law, tech, the military, and beyond – for the one piece of advice that got them to where…

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The Top Ten Money Excuses

Jim Parker Outside the Flags Vice President Human beings have an astounding facility for self-deception when it comes to our own money. We tend to rationalize our own fears. So…

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The Best Advice I Ever Got

Eugene Fama Economist, author When I came to the University of Chicago in 1960, I was exposed to professors who were involved in the nascent subject of finance, which didn’t…

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The Best of Our Best Advice

We went through our archives for nearly a decade of collected wisdom that still holds up. Warren Buffet Chairman and CEO of Berkshire Hathaway I had two mentors: my dad,…

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Don’t Be Among the 33% of Small Business Owners without a Retirement Plan

Don’t Risk Your Financial Future I hate reading news like this: the Fox Small Business Center reports that one in three small business owners don’t have a retirement plan and…

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Small Business Owners: Save 30%-40% on Your Retirement Plan

Do you own a small business? Do you not have any employees? Then according to the Christian Science Monitor you can save 30 to 40 cents on the dollar by…

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PARAPROSDOKIANS

I would like to finish this months newsletter on a light hearted note, so… PARAPROSDOKIANS (Winston Churchill loved them) are figures of speech in which the latter part of a…

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Subject: For my political junkie friends

In keeping with the election theme, the first article below sent to me by my friend and fellow coach, Fred Taylor last month is a good read. Keep in mind…

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Happy [estate tax] New Year ? !

We have less than two months left to this calendar year. Hopefully we can look forward to a happy new year. The article below written by a good friend, Attorney…

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Figures Don’t Lie…!

This Article Courtesy of Fredrick C. Taylor When one starts the study of statistics, either directly or indirectly, one of the first things that you learn is: how to lie…

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Research Affiliates’ CIO On Why We Don’t Rebalance

This Article Courtesy of Fredrick C. Taylor For investors, the $1 million question is, “Why don’t all of us rebalance?” according to Jason Hsu, chief investment officer at Newport Beach,…

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One Important Word – What A Coach Brings To The Table

This Article Courtesy of Fredrick C. Taylor Most portfolio construction techniques are well known — not only to the professionals, but the general investing public at large. Nevertheless, neither category…

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10 Ways Grandparents Can Help Grandchildren Financially

Grandparents love their grandchildren. It’s a strong bond. But how can grandparents best help their grandchildren financially? Here are 10 top ideas.   1. Start by assessing your own financial…

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Protecting Your Spouse’s and Your Own Health Part 1

At a recent financial seminar I was surprised to hear what Scott Keffer, an internationally recognized and sought after teacher, author and master presenter, discovered is the number one concern…

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Protecting Your Spouse’s and Your Own Health Part 2

Now here are four strategies for keeping your spouse and you physically healthy. 1. Get appropriate health screenings At what age do you need a colonoscopy? Is an annual pap…

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