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What I Wish I’d Known when I Started My Career

When we see CEOs, founders, influencers and other people highlighted in our daily scrolls on our devices, the individuals almost always look polished. They are poised and confident, and they most surely achieve inbox zero at the end of every day. Yet what is rarely captured is the less photogenic stuff—the steady grind, the setbacks and sacrifices—that come on the way to success. To read the full article in ...

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Daily Life in Retirement is Loss Costly than Clients Think

Planning their daily routine in retirement could be less complicated than most clients think, writes a Wall Street Journal columnist. In fact, most of what they will do as retirees are found in their current daily chores. "[T]he average day in retirement involves a fair amount of puttering," which "typically doesn't cost a lot of money," the columnist writes. It is good news for clients who are worried abou ...

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How to Prepare for Stress Before It Happens

When you know a high-stress event is coming up, it is natural to stress yourself out before it even happens. This common pattern is called “meta-stress,” and it occurs when you worry about stress in advance. And while tense situations are bound to happen in our personal and professional lives, there are ways to alleviate those uneasy feelings beforehand, and save yourself from the buildup of anxious thought ...

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The Problems with Five-Star Rating Systems and How to Fix Them

From investing in and advising dozens of marketplace businesses for more than a decade, we have found that while simple five-star systems are good enough at identifying and weeding out very low-quality products or suppliers, they do a poor job of separating good from great products or suppliers. This may not be a big issue for marketplaces offering commodity products and services, but it can be a serious pr ...

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Helping Clients through the Healthcare Maze

Health care in the U.S. is a mess. Real health care reform is nowhere on the horizon. Not exactly breaking news for the general population. But for advisors it is a clear and present call to arms. Until Washington wakes up, educating clients to become knowledgeable health insurance consumers will help them save on health care expenses and add value to your practice. Here is a primer on what they need to kno ...

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Helping Procrastinators Stay on Track

It is a familiar scenario. As a manager, you have tasked an employee with a large project and given them a generous allocation of time to get it done. Yet, while they appear to be busy, they are not making any progress as their deadline looms. When it comes down to the wire, they spring into action, find their focus, and get the job done, often just in the nick of time. To read the full article in Financial ...

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12 Housing Markets where Home Buyers Get the Most Bang for their Buck

While affordability remained a top hurdle for homebuyers in recent years, tales of accelerated home price appreciation wane. Property values are steadying and even declining in major cities, and the housing market heads for what is considered "normalcy" for the first time in two decades, according to Zillow. To read the full article in National Mortgage News, click: 12 Housing Markets where Home Buyers Get ...

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The Icarus Syndrome: Execs Who Fly Too Close to the Sun

David was extremely gratified when he was named businessman of the year. He felt he deserved the recognition. Many articles had portrayed him as an entrepreneur who had reframed his industry, which gave him the courage to make his boldest move yet: taking over his largest competitor. Some analysts had said that he paid far too much for the company. Then bankers became nervous and soon reporters joined in. T ...

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Coalition Launched to Protect Professional Licensing

In the wake of various state deregulatory proposals that threaten to have an adverse effect on the CPA profession, the AICPA and the National Association of State Boards of Accountancy (NASBA) have helped found a new coalition of advanced professions focused on educating policymakers and the public about the importance of rigorous professional licensing standards. To read the full article in Journal of Acco ...

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Lessons from Lease Accounting Implementation

With the effective date for the new IFRS lease accounting standard fast approaching, companies are wading through a number of challenging issues related to lease identification, data extraction, and software implementation. To read the full article in Financial Management, click: Lessons from Lease Accounting Implementation. ...

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China’s High-Speed Rail Network has Been Low Speed in Adoption—But That’s Set to Change

In just over a decade, China has created the world’s largest high-speed rail network Now passenger use is expected to catch up due to rapid industrialization, wanderlust and rising incomes To read the full article in South China Morning Post, click: China’s High-Speed Rail Network has Been Low Speed in Adoption—But That’s Set to Change. ...

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Memo to Managers: Practice What You Preach

Strong management goes beyond ethical behavior, efficiency, and carrying out company strategy—even though each of those is important. Managers are a key reason that employees show up to work engaged or not. Managers can live their values, set clear expectations on schedules, engage in two-way communication, and more. To read the full article in Journal of Accountancy, click: Memo to Managers: Practice What ...

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We All Have a ‘Hierarchy of Needs’. But is Technology Meeting Them?

The world looked very different in 1943, when the psychologist Abraham Maslow’s “hierarchy of needs” model was first published. The world was just in the early stages of realizing the potential of computing power, which codebreakers would use to help bring an end to the world war. Fast forward to 2019, and we stand on the brink of another seismic shift: the Fourth Industrial Revolution. Amid a picture of fu ...

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Are Deepfakes Invading the Office?

In the most recent developer release of Apple's iOS 13 there is a feature called FaceTime Attention Correction that creates the impression that a user is staring directly at their device's camera. It is not entirely clear how this effect is achieved, but it is possible that Apple is applying real-time video techniques to distort images so that eye-contact between callers on video is improved. To read the fu ...

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‘We Were Just Conned,’ Client Says of Advisor’s Alleged $8M Ponzi Scheme

About a decade ago, Harriet and Jeffrey Taniyama went in search of a financial planner "just to make sure we were headed in the right direction" with respect to retirement, Harriet Taniyama says. The one they found, a former FINRA-licensed advisor named Christopher Dougherty in San Diego, persuaded them that they not only had enough money to retire but also to invest in his own ventures, including an organi ...

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