Ken has served in several leadership roles, including CFO, COO, VP of Administration, and VP of Sales, in start-ups, mid-stage companies, and large multi-national corporations. See full bio
Trish McIntire, E.A. has been preparing income taxes since 1988. She is also the author of the blog- Our Taxing Times which covers tax changes, the tax system, and the tax preparation business. See full bio
David writes for RealMoney.com on equity and bond portfolio management, macroeconomics, derivatives, quantitative strategies, insurance issues, and corporate governance. He also began The Aleph Blog to develop a distinct voice with a wider distribution. See full bio
Leon is a true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. He regularly appears on television and radio programs nationwide, as well as in national publications, presenting on various economic and financial topics. See full bio
Rita Keller is an award-winning and widely respected voice to CPA firm management. She is nationally known as a CPA firm management consultant, speaker and author. See full bio
If you are interested in becoming a contributing thought leader, please contact us.
The current hot topic is tax reform. The President created a special panel last year to propose how our tax system can be fixed, a current Congressional panel is looking into reducing the deficit and tax reform is part of what they are looking at for revenue. The Tea Party has been on the news [...]
It’s World Series time again. I know many of you are VERY interested and some of you could care less. No matter how you feel about baseball, check out Gizmodo’s Six Tools to Help You Geek Out Over the World Series.
Maybe you’ll want to purchase this mansion with it’s own baseball [...]
Value Investing and Growth Investing are variants of the greater school of Fundamental Investing. Quoting Buffett from his 1992 Shareholders Letter:
Our equity-investing strategy remains little changed from what it was fifteen years ago, when we said in the 1977 annual report: “We select our marketable equity securities in much the way we would evaluate a [...]
From our Chief Investment Officer, Brad Reynolds CFA
My rather precocious son JR goes to daycare every Tuesday and Thursday, and has been for a year now. I was driving him to daycare this AM, and despite having made this trip a hundred plus times the same way, five minutes into the drive I hear from [...]
Having attended a well-run Corporate Performance Management Conference by CFO Magazine, I heard almost every business leader, CFO, and finance executive present talk about being “tool agnostic.” This phrase references the need to define what metrics and data your organizations needs, figure out where it will come from, and then you can find a tool [...]
The letter! You know the one, from the IRS. You open it to find pages of double sided explanations that you may or may not understand. And if that isn’t confusing enough, there are a couple of inserts included. What to do? First, don’t panic. Take a deep breath. Then look at the notice and [...]
