Archive for October 2018

Worried about taxable payouts? Here’s what you should know about taxes and bond investments For any investor, creating a balanced portfolio can take years of practice and market study – not to mention countless meetings with advisors. While bonds aren’t always the talk of the town, these usually-conservative investments do have their benefits. Bond investments…

While investment planning requires much more than IRS considerations, make sure you’re not paying too much in tax Cash investments are another way that investors can balance out their portfolios with safe, predictable options. These offer stability in returns, as they don’t fluctuate with the stock or bond markets. However, because there is low risk,…

What to do when an employee won’t play ball In our previous article, we talked about getting the right people into the right seat. This methodology is especially useful when it’s used to evaluate current employees and ensure that they are the correct person for the job. But the scrutiny doesn’t end there, of course.…

How to evaluate the right person for the job The hardest thing to manage in business is people. The Entrepreneurial Operating System (EOS®) defines that businesses are comprised of vision, people, data, issues, process, and traction – but in practice, managing people represents probably sixty-percent of the effort. This is one of the reasons it’s…