Blog Archives

The More You Give The More You Get – A Life Truth

Back in December 2014 I received one of the best gifts I could have ever imagined from my team.  They gave me a gift card to KIVA.  If you are not familiar with Kiva, it is a non-profit organization with a … Continue reading

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Career Advice You Wish You Had Received

I have been asked to participate in a panel discussion on Career Advice I wish I had Known Earlier On. I am looking forward to this panel discussion.  I will share the results of the session and post my thoughts on … Continue reading

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The $6.6 Trillion Dollar Gap

Tomorrow marks the 40th Anniversary of The Employee Retirement Income Security Act (ERISA) that was enacted on September 2, 1974.  The history behind ERISA is quite interesting.  At that time pensions were popular yet there was not a lot of … Continue reading

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Barron’s: Accounting Games Companies Play

Each Saturday morning I look forward to my electronic copy of Barron’s.  It is to those who enjoy a morning cup of coffee and the paper my equivalent enjoyment. Barron’s offers a section called “other voices” which is the ability … Continue reading

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Leadership Observations and Mantras

08232012 mentor circle_presentation_-_observations_and_mantras_08232012-2 from Rachel Ybarra

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Top Five Wealth Building Factors

Today I found this Survey $25 Million Plus Investors 2012 by Spectrum Groups.  The site had some good insights that I would like to share plus I added my two cents.  Here are their top five factors: 5)  In the Right Place at … Continue reading

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Warren Buffett – Value Strategy on Purchases

I am listening to an audio of the life of Warren Buffett called The Snowball. Interesting observations so far (half way through the audio book). While these are not overt observations depicted in the book, you can draw the conclusions. … Continue reading

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Peace in the Valley

Find Peace in the Valley….stand still and listen. The answers are right in your range of capturing and capitalizing them!!!!

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Internal Controls and Accountability – Corporate Culture Necessities

This week another “what is going on” happened in the financial industry.  This time it is UBS and 31-year-old UBS trader Kweku Adoboli who is accused of rogue trading with estimated losses now closer to $2.3B.  The activity had been … Continue reading

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Learn from History: Transparency in Corporate Culture is Essential

I am watching a rerun of “Enron: Smartest Guys in the Room“.  Had the Stockholders had transparency into the company, the corporate culture and the legacy of leadership decisions, things would have been different.  A sad story of how so … Continue reading

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