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Are We in a Bubble?
- by: Hank Berkowitz
- October 28, 2021
No CommentsLast week’s post about the record high “Quit Rate” of American workers generated a fair amount of feedback. Some said “it’s about time” that workers finally gained some leverage over greedy employers, but the majority questioned the wisdom of workers flexing their bargaining muscles at this stage of the economic cycle. They said it was
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HB Publishing Cited in Wealth Management Magazine
- by: Hank Berkowitz
- April 26, 2021
Last week, Wealth Management/Informa media group was kind enough to highlight findings from our 2021 CPA/Wealth Advisor Confidence Survey™. As contributor Randy A. Fox explained in his article, Business Booming for Estate Planners, Giving Officers, seven out of 10 (71%) surveyed estate planners and planned giving officers expected their entities to grow in 2021. In fact,
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Voices of Reason Amid the Chaos
- by: Hank Berkowitz
- January 11, 2021
After a year like 2020, many were hoping for some normalcy in 2021. It didn’t last long. This first week of the new year saw a record number of Covid deaths, an armed insurrection of the U.S Capitol, a surprisingly weak jobs report, new calls for Presidential impeachment, Democrats gaining a Senate majority for the
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Young Money: Investing in Your 20s
- by: Hank Berkowitz
- July 1, 2020
Michael Berkowitz contributed to this post Common mistakes and the proper ways to invest in young adulthood told by financial experts As we head into July 4th weekend, I hope you have a great time with family whether in person or virtually. Inevitably the subject of money will come up as the different generations get
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Voices of Reason from Medicine and Finance
- by: Hank Berkowitz
- March 23, 2020
Last week’s post (I’m Not Scared; I’m Pissed) generated more comments than usual. What surprised me more was that almost everyone agreed with me. Trust me, that doesn’t happen often. So, it got me thinking. Maybe I’m not just in the vocal minority this time. Let me share some great thinking with you from medical
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Corona Coping: Listen to Your Doctor and Financial Advisor
- by: Hank Berkowitz
- March 1, 2020
One of the great things about my building is that you can network informally with so many smart people from all types of businesses and professions. After a week like we just had, it can be very helpful to get a big-picture global perspective from outside the financial world. The International Medical Crisis Response Alliance
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HB and Clients Garner National Media Attention
- by: Hank Berkowitz
- October 24, 2019
From opportunity zones and international tax strategies to retirement investing and student credit cards, our clients shared their insights with millions of Americans in the national media this month. In a widely read guest column, HCVT’s Blake Christian and Abi Yanke counseled Accounting Today readers about steps that investors and opportunity fund managers should be taking before year-end. They
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Recession coming? Consensus Points to “When” not “If”
- by: Hank Berkowitz
- July 28, 2019
Rick Telberg (@CPA_Trendlines) and I did a quick show of hands at last week’s @Accounting Show in New York. To begin our presentation, we asked audience members if they thought we were heading into a recession. More than half the hands shot up immediately and a few more were raised tentatively. That aligned with our
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Generalists in an Age of Specialization
- by: Hank Berkowitz
- June 12, 2019
In today’s hyper-competitive, Amazon-customized world, it’s tempting to think you need to be super specialized in everything you do in order to carve out your niche and build your personal brand. We live in an age of 13-year-old professional soccer players, 17-year-old Nobel laureates, perfect SAT scores and eight-way ties for the national spelling bee
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HB Clients in the National (and International) Media
- by: Hank Berkowitz
- May 14, 2019
While our President may not have a high regard for the conventional media, high performing financial advisors are using it to their advantage. In fact, our annual survey of nearly 300 wealth advisors and CPAs revealed that being quoted in the press is one of the three most effective thought leadership tactics being used today.
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