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W-9

With a quarter of the year remaining, now is the time to look towards the year end for tax issues and year end planning. First businesses should be making sure that they have valid up to date W-9’s for all of the Independent Contractors that they utilize.  I am also...

Business Entity

At times it seems that I have the same conversations over and over again.  This occurs when I am meeting with someone who wants to start a business and they already  have a preconceived business entity in mind.   For those who have been around the block a few...

Wasted asset

I have a client that is frustrating the hell out of me.  A couple of years ago the clients stopped receiving rent checks on their rental property so there was no return on investment (ROI).  I strongly encouraged them to address the issue immediately.   I was...

Yield

I have recently opened an account to start a dividend investment strategy.  The focus of this account is maximizing the yield of the account. One stock that I have in the account is Oxford Lane Capital; I bought a 100 shares at $109.48.  But I am currently looking...

Founder

I recently rewatched the movie “The Founder” the biopic of Ray Kroc and the beginning of McDonalds.   What truly struck me was that originally the initial costs of a McDonald were minimal.  The franchises were achievable for lower middle class people.  ...

Counterpoints

“I think the great leaders find partners who basically can exploit their weaknesses but not, kind of, dance on their strengths. Instead of hiring weaker versions of themselves they hire people that are tremendous experts at what they’re not.” – Donny Deutsch  ...

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