Category: Finance

Why Won’t My Employees Admit They’re Going on Vacation?

As another summer comes to a close, I find myself noticing once again that my co-workers and employees have been very reluctant to both commit to a vacation and to communicate that time off to everyone else. As CEO, I find this frustrating — it’s a waste of time to set up a client visit…

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What to Do When You Almost Have Inside Information

I have spent my career in the investment business and have participated in thousands of meetings or calls with managements of public companies. A few times, I have received inside information, and I guarantee that you know when you’ve got it. When I worked at a large mutual fund company, we had ample instruction on…

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New Hires Create More Anxiety at a Midsized Company

My company keeps growing. We add clients, revenue, profit, and of course, we need to add people when some of us are too busy to handle the added workload. But I’ve noticed a pattern over the past few hires: the very people who would benefit most from additional help at first resist the idea of…

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THE JOY OF RUNNING IN THE DARK

This morning, I did something that I have done at least once and often four or five times a week for nearly 30 years; I went out running in the dark.  This has been a particularly challenging winter with tons of snow, and, more important, lingering ice on the street, but I have my secret…

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Making the Gradual Retirement of a Co-Founder Work

Most people look forward to retirement. They can’t wait to play more golf with their pals, travel, hang out with the grandchildren, perhaps spend more time on non-profits, and generally pursue a more relaxed lifestyle. But some of us don’t really want to retire. Like my partner, with whom I co-founded our finance services company….

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Would You Play Golf on a Weekday Afternoon?

Last summer, I was invited by a few friends to meet at 4 o’clock on a weekday to play a few holes of golf on a sunny afternoon.   As I got out of my car, a guy I know waved and said, “Hey, great to see you, but don’t you still work?”  (Yes.) Over on the driving…

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Why the Market Keeps Going Up and Why It Might Matter to You

I work in the stock market, although I have never written a “market” piece in this venue. So why now? Because the broad indices have steadily climbed higher for almost five years and, until recently, no one outside of those of us trading stocks all day, seemed to notice. Now I have to be careful…

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When He Retires and She Still Works, What Happens?

My generation – the Baby Boomers – are beginning to retire, particularly the very successful ones who can afford to retire earlier.  They have stayed at work late, risen early, traveled more than they wanted when their children were young, survived under different bosses, ascended through the ranks, and attained ever increasing responsibilities.  Now, many…

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Reciprocal Mentoring With Millennials

This is not a forum for true confessions, but I have nowhere else to turn.  After months of anxious observation, I am finally admitting that I have never witnessed, over my long career, such a wide ability gap favoring the youngest people in the office relative to the senior members of my company in an…

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