Five lessons from ‘Who Moved My Cheese?’ for succeeding in commercial and residential real estate

Like many industries, adaptability and resilience are crucial in commercial real estate (CRE). These qualities are brilliantly illustrated in the classic book "Who Moved My Cheese?" by Spencer Johnson, M.D. The story’s parable of mice and humans in a maze, seeking cheese that keeps moving, offers timeless lessons that are particularly relevant to our industry. Here are five key takeaways from the book that can guide us toward success in commercial and residential real estate.... Read More

Opinions aren’t enough; Information matters too

A well-informed opinion is like driving a new car off the lot, it begins losing value immediately. The world is constantly changing; the people in our world are constantly changing; the context in which we live our lives is constantly changing. This means the impact and consequences of our decisions have the potential to constantly change too.... Read More

Accidents happen: Are you covered?

If a visitor falls at your home, will your insurance cover all the costs? It depends. Your homeowner and auto policies provide liability coverage, but if it isn’t enough, you may be stuck. A large liability judgement could jeopardize the financial security of your family.  What can you do?... Read More

Personal investing for business owners

As a business owner, it is crucial to diversify your financial portfolio beyond your business. Personal investing allows you to build wealth, achieve financial goals, and protect your financial future. From assessing risk tolerance to selecting investment vehicles, these guidelines may help you navigate the world of investing and make informed decisions.... Read More

Easing like Sunday morning

On September 17th and 18th, the Federal Reserve will meet and likely ease the interest rate on Federal Funds. I’m picturing the meeting taking place poolside, with Chairman Powell wearing floaties and beverages being served with umbrellas and freshly sliced citrus. Waist-deep in the shallow end are the Commodores singing “Easy Like Sunday Morning.” ... Read More

The blueprint for successful C-suite recruitment (Part 1)

Hiring for C-Suite positions, whether your company is a tight-knit team of 10 or a sprawling enterprise of 10,000+, is no small feat. It’s like finding the right captain for your ship – you need someone who not only knows how to steer but also shares your vision for the journey ahead. So, how do you make sure you’re setting the stage for success? Here’s a blueprint for making it happen.... Read More

Making your nonprofit more strategic in five steps!

Is your nonprofit thinking and planning strategically? Unless you are in the minority that do, you could probably use some tips on becoming more strategic and transforming into an organization that is more accountable, respected, and sustainable. Taking the following five steps toward strategic thinking and planning will change your organization.... Read More

Finally! Final regulations for inherited IRAs

In December 2019, the SECURE Act was passed, upending how IRA beneficiaries distribute their inheritance. Confusion quickly spread among inheritors and across the wealth management industry—are Required Minimum Distributions needed or not? After many years in limbo, the IRS finally released Final Regulations clarifying the important provisions.... Read More

How long should today’s copy be?

You’re developing a landing page for one of your company’s offerings. How many words should you use? What about a blog post? A white paper? Something for social media? A script for a training video?... Read More

Grow your business: Jobs being replaced by AI

For centuries, jobs have evolved and devolved. From the Industrial Revolution to the age of computerization, artificial intelligence (AI) is now in the forefront of job replacement. In a recent study of five million job listings by Bloomberry, a labor trend publication, several job types will be replaced sooner than others.... Read More

Netflix’s ‘Tires’ is a step backward for automotive industry

Worn-out preconceived notions about car dealerships and auto shops continue to taint public perception of the automotive industry, this time through Netflix’s new series “Tires.” The show revs up the old engine of stereotypes, reinforcing a narrow and often negative portrayal of the auto service and parts industry that does little to reflect its modern complexity and innovation. ... Read More

The small-cap stock resurgence

Recently, a seismic shift has occurred in the stock market. Once overshadowed by their larger counterparts, small-cap stocks have dramatically outperformed the market. This unexpected turn of events has caught many investors off guard. It's a stark reminder that market trends can change rapidly, and that chasing performance and only investing in the hot trends can have detrimental effects on your portfolio.... Read More

The power of belonging

As a child, I constantly longed to fit in. I remember the sting of being excluded from birthday parties, the awkwardness of lunchtime conversations that I was never a part of, and the yearning to be included in games and activities. My differences, whether in interests, appearance, or personality, made me feel like I was “the other.” ... Read More