An Entrepreneurs Gift to the World
Merry Christmas and Happy Holidays! Lights, presents, family, food and more food. Everybody loves the holidays. A time when people seem to be a little nicer and just a little more giving. In light of the holiday season, David Hagenbuch, Associate Professor of Marketing at Messiah College and founder of MindfulMarketing.org gives a shout out to entrepreneurs and their gifts to the world. The 3 Gifts Entrepreneurs Give to the World 1. Ideas “We live in a society where it’s so easy to be a critic and point out what’s wrong in what others have done. Meanwhile, it’s much more...
Read MoreTen Essential Tasks for Every Trustee
Ten Essential Tasks for Every Trustee So you’re the trustee, now what? Here are the ten things every trustee is responsible to do.What is a Trustee? Merriam-Webster’s dictionary defines a trustee as “one to whom something is entrusted.” In a legal sense, we’d define a trustee as a person or organization that has been given responsibility for managing someone else’s property or money through a trust. What does a trustee need to do? 1 – Invest and manage the assets. Trustees have an obligation to invest trust assets with minimal risk of loss. If an...
Read MoreLeadership Series: Strategy
Leadership Series: Strategy Today we’re going to discuss a leadership topic of great importance—strategy. We’ll talk about the “What” and“Why” of strategy and how to apply it to your life and business. But first, a quote from legendary Japanese swordsman Miyamoto Musashi: “Perception is strong and sight weak. In strategy it is important to see distant things as if they were close and to take a distanced view of close things.” What is strategy? Michael D. Watkins, Chairman of Genesis Advisers, in his HBR article, Demystifying Strategy: The What, Who, How, and Why, defines...
Read MoreNews Flash: Gary’s New Radio Show
News Flash: Gary’s New Radio Show After six years on the radio with Marty Schneider on 1210AM KPRZ, I am excited to announce, starting October 25th, we will be broadcasting live each week on 1170 AM KCBQ! The past six years on the air with Marty Schneider have been amazing. We have helped countless San Diegans with their financial needs. On the show we’ve talked estate planning; wills, trusts, and guardianship. We’ve answered your financial questions and helped you plan for retirement. With more air time and now broadcasting from 1170 KCBQ, one of San Diego’s top...
Read MoreLeadership Series: Decision Making
Leadership Series: Decision Making It’s often said that being a decision maker is a necessary attribute to be a leader. But this is only, at best, a half-truth. Why? Well, on the one hand, it’s very important for a leader to be able to move an issue forward by making a sound decision but on the other, being the one that has to make the decision could be your organization’s biggest bottleneck. If you’re making all the decisions, you’re either too involved (i.e. you don’t trust your people) or you’re just plain egotistical (i.e. you don’t think your people are smart enough to make...
Read MoreIRS Telephone Scams Again
IRS Telephone Scams Again The IRS recently warned, again, of phone based tax scams happening to consumers across the country. They said current IRS telephone scams scammers are specifically targeting students. People should be on the lookout for IRS impersonators calling students and demanding that they wire money immediately to pay a fake “federal student tax.” If the person does not comply, the scammer becomes aggressive and threatens to report the student to the police to be arrested. Real life IRS Telephone Scam Experience Gary’s son-in-law, Clint, was a victim of one of these...
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