Benefits of Benefits

Your Investment Plan – a client letter

Your Investment Plan – a client letter

Given the recent turmoil in the investment markets, it would seem appropriate at this point to have a look at your investments and see what’s in there, and what risk levels look like for individual clients.

A Warning of Things to Come (Possibly)

A Warning of Things to Come (Possibly)

(According to an article from a senior portfolio manager at C.I. investments, dated 30, June, 2020, “The likelihood of higher tax rates post COVID-19 recovery is now absolute.”)

Business Security for Working from Home

Business Security for Working from Home

Millions of people are now handling sensitive work data outside their office for the first time. It can be hard enough to keep data secure in the office, where there are IT security officers to monitor the network, and employees are in their work mindset. Working from home presents a new set of challenges.

Traits of a Successful Business Leader

Traits of a Successful Business Leader

… what really distinguishes the world’s most successful leaders is emotional intelligence — or the ability to identify and monitor emotions (of their own and of others).