Archive | October, 2011

Of Tax Reform and Rates

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 […]

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Lighten-Up, It’s the Weekend – Baseball

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 diamond. It’s for […]

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Value Versus Growth

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 […]

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“Daddy, Are We There Yet???”

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 […]

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Lighten-Up, It’s the Weekend – Don’t Do Lists

In the October issue of Inc. magazine, the have an entire section devoted to The Don’t Do Lists. What not to do when you decide it’s time to step aside: Don’t assume that it’s a matter of finding another you. Don’t underestimate the talent under your nose. What not to do when designing a logo: […]

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Software Doesn’t Solve Problems, People Do

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 […]

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IRS Representation and the POA

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 […]

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