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

I had the honor of contributing to a recent Marketing Sherpa series on corporate buzzwords and lazy jargon. Marketing 101: What is baking in? We all get pressed for time, especially during the crazy Q4 run up to the Holidays. It’s easy to easy to fall back on clichés and corporate buzzwords when you need

While researching a book about maximizing productivity, I stumbled across a Business Insider piece entitled: 6 Scientific Benefits of Being Bored. I didn’t think it was relevant at first, but since I was, uhm, “bored,” I decided to read on. Glad I did. Being hyper-productive and constantly busy is a badge of honor in our

Our annual CPA/Wealth Advisor Confidence Survey™  shows that almost half of advisors (47%) expect a recession within the next 12 months–up from one third of advisors (33%) who thought so at this time a year ago.  Now that we have an inverted yield curve on top of escalating trade tensions with China, slowing business investment and waning

Last week’s post (What’s Your Charisma Score?) generated a fair amount of feedback as expected. But, let’s be clear about one thing: Being an extrovert is not synonymous with being charismatic. As several of our clients explained to the national media last week, introverts may actually have an advantage and it’s also what makes them

What’s Your Charisma Score? You’re a successful financial advisor. No matter how many degrees and certifications you list after your name, you’re in the people business at the end of the day. Clients gravitate to you because they trust you, they like you and they think you have integrity. That’s why they share so many