by Leif Jensen | Jun 7, 2017 | General |
I was reading an article recently that was stating that the largest single cause for startup failures (more than 40% of the cases) is the lack of a market for the product. Or in other words lack of customers or clients. I know big shock. You can have the world’s...
by Leif Jensen | Jun 6, 2017 | General |
I was discussing investment strategies with one of my kids and I was attempting to explain the analytics that I encourage my clients to follow, is similar to how publically traded companies are analyzed. Broken down into the simplest terms they follow this...
by Leif Jensen | Jun 5, 2017 | General |
Recently we had an opportunity to meet with a prospective client. When it came time to schedule the initial meeting we offered to meet with them in their office or ours. This apparently took they slightly aback, not one else offer to meet them at their location....
by Leif Jensen | May 31, 2017 | General |
Remember when you started shifting your investments from a Traditional IRA to a Roth IRS, or converted from one to another. You probably did not monitor your Traditional losses that closely. One because they were paid for with before tax dollars and two, you...
by Leif Jensen | May 30, 2017 | General |
Employers must start making decisions on health care plans for 2018 with the knowledge that, for now at least, Obamacare is still the law of the land. The law includes the so-called Cadillac tax on high-cost plans, a 40% excise tax on plans costing at least...
