Dec 5, 2019 | Uncategorized
As published in The Press of Atlantic City
Dec 5, 2019 | Business, Business Health, Tax, Uncategorized
Authors: David Wagstaff and Calvin Longer Periodically we will highlight a ratio or benchmark and talk about how you can use these to better understand your business. The disclaimer: Benchmarks and ratios, blindly applied, can be dangerous. Benchmarks can be useful...
Dec 5, 2019 | Uncategorized
We read about it all the time. Maybe a receptionist has pocketed the patient copayments, an office manager has taken the insurance checks, or a trusted bookkeeper has stolen thousands. But how much of that really happens and shouldn’t someone have noticed it before...
Dec 5, 2019 | Business, Uncategorized
You may need to re-evaluate your internal controls. We’ve all read about it in the newspaper- someone has stolen funds from his employer, his partner, his pension fund, his shareholders. Maybe we know them and maybe we don’t, but there’s one thing we’re sure of: we...
Dec 5, 2019 | Investing, Personal Finance, Uncategorized
There are many core principles that each of us regularly follow throughout our lives. These principles help us navigate through the many decisions we make daily. I have 10 favorite axioms that I follow — and share with my college classes and clients — to make personal...
Dec 5, 2019 | Investing, Personal Finance, Uncategorized
Here are the final five axioms for personal finance. The first five appear here, and can be summarized as: Spend less than you make Planning precedes every activity Systematically monitor your progress Save early and as much as possible Diversify, diversify, diversify...
