One of Southern California’s leading financial advisor/CFO/CPA’s speaks out on current trends. Don’t call Drew Grey an accountant. He hates that. It’s not that he isn’t a CPA (he is), or that he is ashamed of it (heâ€...
Using philanthropy to diversify and generate income is easier than you think. Do you own too much of a good thing? One of the keys to successful long-term investing is diversification—owning enough of different kinds of inves...
The economy is improving and business is up, but is now the time to sell? You might be surprised! Knowing that you want to sell is easy. You decide that. Knowing when to sell, well now that’s a bit tougher. Will the market go...
The more I interact with established business men, the more I have come to know that they struggle just as much, if not more, than us women with the whole “Life / Work Balance” issue. Women are far more forthcoming ...
In its first month, the iPad Mini broke sales records. Now a flood of mini tablets has hit the market. Are they really necessary? As a devoted Apple fan, as well as the owner of a Mac-technology consulting firm, you’d think I...
As attorneys rush to use social media, new issues are emerging that could cause trouble for some in the legal profession. There has been an argument of attorney advertising ethics since the Supreme Court opened the doors for at...
Follow these rules for a successful future. Ignore them, and you may risk everything. As a CEO, a president, a managing partner, you are the figurehead for your company. You are the leader, the north star, and the light to whic...
There are lots of “urban business myths” floating around—from Facebook to Chia Pets, McDonald’s to Microsoft. But one of my favorites is the iPod. I remember driving in my car hearing a DJ talk about this ra...
Being around so many professionals from all different walks allows me to be inquisitive and candid. I like to ask intriguing and sometimes thought-provoking questions. In the last 15 years, I’ve become an advocate for sma...
The decision to sell has been made. A business owner should be aware of the number of possible business buyers. Here is another of today’s most active categories of business buyers: The Individual Buyer Third In A Series Most...
The decision to sell has been made. A business owner should be aware of the number of possible business buyers. Here is another of today’s most active categories of business buyers: The Foreign Buyer Second In A Series Foreig...