Relax and Refresh
This space will be silent over the next few weeks as we take time to recharge and spend time with people we care about ...
The Capital Gains Tax Traps Even Savvy Investors Miss
Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
Crisis-Proofing Your Business: Strategic Response Tactics
Learn how to prepare for and respond to a business crisis with proven strategies. This guide covers real-world missteps, leadership tactics, and financial planning tips to help your business recover and thrive.
Revocable vs. Irrevocable Trusts: What’s the Difference?
Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you're building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.
Busy Doesn’t Matter
“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu When I ask business ...
Break Out
“He who knows others is wise. He who knows himself is enlightened.” – Lao Tzu Most of us have some kind of daily routine. ...
Add Your Mind To the Mix
“As you enter positions of trust and power, dream a little before you think.” – Toni Morrison Everybody loves data. People talk about making ...
Leave The Cave
“Courage is the capacity to confront what can be imagined.” – Leo Rosten Safety is enticing. It’s been that way for ten thousand years. ...
When to Raise Your Prices
Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business leaders still spend 80% of their time on everything but pricing. The real risk isn't raising prices, it's waiting too long to do it.
How to Raise Prices Without Losing Customers
Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and watched their margins expand. Others? It was a complete disaster. In this video, you'll learn the specific strategies that separate successful price increases from catastrophic failures.
