High Concept Strategies: Goals-Based Investing

This is the first of a series of articles discussing various types of high-concept investment styles. This month we start with goals-based investing. Goal-based investing became popular after the Great Recession of 2008-09. Many salaried, middle-class workers lost their jobs, had to stop contributing to their 401(k) plan or, worse yet, had to make hardship … Continue reading “High Concept Strategies: Goals-Based Investing”

Are You Plagued by Productivity Busters

How much time do your employees squander on various distractions that take their time and attention away from work? Recent surveys from staffing organizations suggest that almost half of participating employers believe the majority of their workers lose one to two hours a day in productivity due to distractions.  In some instances, employers estimated that … Continue reading “Are You Plagued by Productivity Busters”

Small Business Embracing Chatbot Technology

In the past, small business owners sometimes lacked the resources – both financial and human – to capitalize upon the latest productivity and customer service technologies. Fortunately, the pace of change and the proliferation of new software programs have begun to make innovative technology accessible and affordable. Chatbots – software programs that can hold a … Continue reading “Small Business Embracing Chatbot Technology”

Disaster Assistance, Heroes and Gang Members

Continuing Appropriations Act, 2018 and Supplemental Appropriations for Disaster Relief Requirements Act, 2017 (H.R. 601) – This act temporarily lifts the nation’s debt ceiling, funding the federal government through Dec. 8, as well as delivering the first installment of emergency aid for victims of Hurricane Harvey. It also temporarily extends the National Flood Insurance Program … Continue reading “Disaster Assistance, Heroes and Gang Members”

Test Post

Brown, Brown & Fox, only audits privately held companies.  Concentrating on privately held companies means we are free from public company regulations reporting deadlines, disclosure complexities and risk management issues.  As a result, we can focus on what really matter to you and your business. Audits are usually performed because an outside third party requires … Continue reading “Test Post”