…Government agencies, like the NSA; and private companies, like Intelius.com or mylife.com, collect tons of data every day, simply by tracking mobile phone activity, internet browsing activity, and credit card…
…a truly diversified portfolio, but you don’t invest in any private companies, you’re failing to have exposure to significant portions of some of the best companies in the country, or…
…that contribute directly to departmental, functional and company success. They also highlight the importance of aligning people (and compensation models) to company strategy. It’s critical that KPIs be understood and…
…but also comes with additional costs: property management, additional taxes and insurance, vacancies, bad tenants, etc. It also comes with the cost of time and headache associated with the management…
…being a law firm and a tax practice and obviously a wealth management firm, we are able to offer complete wealth management. And back to the common wisdom of, it’s…
…and identify policies that meet your specific needs. If you’d like help with your insurance planning, or for any other financial matter, please schedule a call. 1 https://www.nytimes.com/2010/12/05/realestate/mortgages/05Mort.html 2 https://www.cnbc.com/2020/07/29/were-running-out-of-homes-for-sale-lake-tahoe-brokers-say.html…
…quality, geography with your stock, so the US or foreign small companies or large companies, microcap companies, growth value, that decision which should be informed by your written document and…
…and identify policies that meet your specific needs. If you’d like help with your insurance planning, or for any other financial matter, please schedule a call. 1 https://www.nytimes.com/2010/12/05/realestate/mortgages/05Mort.html 2 https://www.cnbc.com/2020/07/29/were-running-out-of-homes-for-sale-lake-tahoe-brokers-say.html…
…organizations to which donations are made. For example, suppose that in 2023, John and Mary Jones donate $100,000 to a DAF at the Greater Kansas City Community Foundation. The $100,000…
…is more complex. First, many speculative stocks may never recover. This will likely be similar to the dot-com era. The strong companies will survive and thrive, and the speculative garbage…
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