Understanding the Balance Sheet

Many people may have financial statements or a balance sheet in front of them, but they do not know what they should be looking for. The financial statements can be seen as a maze as there is so much information and people do not know where to start looking first. ...

What drives business value?

As a CPA, I have always been intrigued by what drives business value a lot and some worth very little.  How can two businesses appear to be equally profitable but the values are so different?  I have invested my entire career toward helping growth minded...

MANAGING BURNOUT IN A PANDEMIC ERA

The last 18 months or so have brought a whole new level of intensity to the word burnout.  Burnout as defined by Merriam-Webster is the “exhaustion of physical or emotional strength or motivation usually as a result of prolonged stress or frustration”.  An ongoing...

Market Volatility

Have you ever listened to the news, or someone advising you to buy or sell an asset based on current market conditions? Reacting irrationally to major news or disruptions in the economy can create volatility that can have a significant impact on your net worth....