Category: CFO Services

Like Love and Marriage | Strategic and Financial Planning

In the words of Frank Sinatra “Love and marriage, love and marriage, go together like and a horse and carriage, this I tell you brother, you can’t have one without the other”.    The same holds true when it comes to strategic and financial planning.     Too often business have very detailed strategic plans (often too much… Read more »

Changes for the New Year 2017

The autumn of 2016 has brought about many changes in our country.  Some anticipated and planned, like our recent Presidential election, with the result being favorable for the winning party and conversely a surprise to the other.  Or the Chicago Cubs winning the World Series! Another recent change widely anticipated by the financial community was… Read more »

Do You Have Boundaries?

Total Success Person Juggling Stars

Boundaries apply to all of us in everything we do. A boundary in this context is defined two ways: What you create it to be and what you allow it to be.  This leads to the concept of who is in charge of your life and your success.  According to Dr. Cloud in his book… Read more »

How the Presidential Election Will Affect the Stock Market

Great article from Anne Kates Smith on Kiplinger.   Published earlier this year,  she discusses the variables associated with the Presidential Election and potential impacts on the stock market.   http://www.kiplinger.com/article/investing/T043-C008-S003-how-presidential-elections-affect-the-stock-market.html Myths abound, but when it comes to your portfolio, it doesn’t matter much which party wins the White House.   Thinkstock By ANNE KATES… Read more »