It’s spring here in Florida, and the golfers are out in force. Golfers tell you they love the challenge, being outdoors, and the relaxed pace golf offers. While golf and investing might seem disparate, they…
Blog
6 Reasons Why Index Funds Often Outperform Private Equity
The dream of many investors is to build enough net worth to be able to invest in a private equity fund as a limited partner. However, private equity frequently underperforms index funds. These mystical funds…
Higher Ed IS In Transition
This is part and parcel of my dissertation research right now. A combination of demographic headwinds, compliance costs, deferred maintenance, and deferred compensation are causing higher ed institutions to struggle – especially in the Midwest…
Leadership – Leaders Move Faster
Do you let “perfect be the enemy of the good?” Today’s customer is looking for speed and frictionless transactions – often ahead of money or perfection. Time is the one thing they can’t make more…
Focus On Business Basics
When assessing a business for acquisition or turnaround, focus on six basics – Management, Assets, Strategy, Revenue, Costs, and Potential synergies/M&A. What might look good on a spreadsheet or a presentation often fails one…
Are We Pushing The Edge on Corporate Debt?
Leveraged loans, covenant-lite agreements, and historically low-interest rates and defaults gave us a frothy corporate debt market. An economic downturn could be crushing weak banks/FI’s, investors, and companies on edge. The article by Fortune…
Customer Service – How You Make Them Feel *IS* the Product
Technology companies often focus on their products and leave service levels far behind. They rely on shiny objects and whiz-bang features to sell products. Companies that lead with technology often forget that the result…
CCPA Is Coming To Your Business January 1, 2020
I spent the last few days (and much of this week) reviewing CCPA and emerging trends in data privacy. I expect this will become a Federal issue given interstate commerce implications – and it…
IRS: EV Credit Fraud Costing Millions
According to research by Forbes magazine and the Treasury Inspector General, potentially $100 million in EV credits have been wrongfully claimed since 2013. The Service publishes a list of allowable vehicles that are eligible for…
Federal Court Upholds SALT Deduction Limitation
The 2017 federal tax law, which President Trump signed after a party-line vote in Congress, limited to $10,000 the state and local tax payments that families can write off on their federal income taxes if…