by Leif Jensen | Aug 25, 2015 | General |
Will the financial planners of the future be machines? Will a machine be able to dispense good investment advice? The answer for the moment seemingly is a yes for plenty of people. “Robo-advisers” are using technology to create investment advice and manage your...
by Leif Jensen | Aug 24, 2015 | General |
I received an e-mail for a colleague who had a referral that they could not handle and was requesting that if possible could I assist them. They were looking for assistance immediately. I was curious and I had an office day scheduled, so I accepted. This couple in...
by Leif Jensen | Aug 19, 2015 | General |
The act when you give something (an item or a favor), the other person naturally feels indebted to you – especially if the gift is unexpected. But also people do not like feeling indebted to others. We are hard-wired to balance the scales again as soon as possible....
by Leif Jensen | Aug 18, 2015 | General |
100 years ago I was working for a Finance Director company that I hated being associated with. I took the job because I had had a relatively long bout of unemployment before I was hired by Waste Management; a job I loved, I was working with a great team and had a...
by Leif Jensen | Aug 17, 2015 | General |
Last week I was meeting with a client, who was struggling a few years ago and is now on the rebound. But that in itself is the problem. When their business was struggling for income, they were forced to use up their reserves and got into debt. Even though the...
by Leif Jensen | Aug 12, 2015 | General |
I was talking to a CPA who I was meeting with the possibility of purchasing his practice. This unfortunately did not work out, but he had an interesting practice. At one point he was explaining that in the 1980’s and 90’s that he a number of “mob bosses” as clients. ...
