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Financial Literacy Month Should Last 365 Days
- by: Hank Berkowitz
- May 13, 2022
No CommentsApril and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the
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Key Takeaways: Don’t Publish or Post Without ‘Em
- by: Hank Berkowitz
- April 21, 2022
Follow the sniff, sip and gulp model In today’s time-pressed society, you only have a split second to convince someone to read what you have to say. After quickly scanning the headline and subhead, a reader may take a quick glance to see who the author is and then make a snap judgement to do
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Grit
- by: Hank Berkowitz
- April 3, 2022
These are not the easiest of times. So many anchors of security in our lives seem to be disrupted. At times like these people tend to react in one of two ways: (1) throw the covers over your head, or (2) dig in, do the hard work and show a little grit. With the highest
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March Madness Confirms Humans Don’t Add Much Alpha
- by: Hank Berkowitz
- March 23, 2022
First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. Peters, Loyola of Chicago, Murray State, Weber State, Florida Gulf Coast and Valparaiso suddenly jump into the national limelight with upset wins
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Baseball: The National Past (It’s) Time
- by: Hank Berkowitz
- March 4, 2022
With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. With Opening Day and the first week of the Major League Baseball season canceled, fans and viewers may not return if and when the owner-player dispute is settled. With a “minimum wage”
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Inflation Worries Inflated?
- by: Hank Berkowitz
- February 23, 2022
Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. The long-running bull market is taking a breather to massage
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Zoom Fatigued? Go ‘Old School’ with Audio-Only Virtual Meetings
- by: Hank Berkowitz
- February 5, 2022
Guest Post: Tina Dietz Much has been written about improving team connectivity and maintaining company culture in a remote working environment. The prevailing solution to increase team communication and productivity is having virtual meetings through Zoom, Slack, Skype, Google Meet and other video meeting platforms. Yet, we can all agree that “Zoom fatigue” is real
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Still Not Sure What to Write About?
- by: Hank Berkowitz
- January 28, 2022
Having a bylined article in your name is one of the most effective ways to establish credibility in your industry and to position yourself as the go-to expert in your area of expertise. It also makes you a magnet for podcast producers, speaker bureaus and conference organizers seeking articulate experts. In fact, the annual CPA
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Getting Your Bylined Articles Published
- by: Hank Berkowitz
- January 14, 2022
Rarely a week goes by when someone doesn’t send me a link to an article in The Wall Street Journal, Forbes, Business Insider or Barron’s that’s written by someone they know – often a competitor. “What do I have to do to get in there?” they ask me with exasperation. “I know more about [topic
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Last Chance to Get Your New Year’s Resolutions Right
- by: Hank Berkowitz
- December 15, 2021
Two thirds of advisors (68%) who responded to our weekly Insta-poll believe this Holiday season has been more stressful than usual from both a business and personal perspective. So, after another difficult and stressful year, don’t beat yourself up for overeating, overspending, over-pouring and oversleeping a little during the Holiday season. Same goes for your
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