Bala Cynwyd investment scam hits close to home

Posted Leave a commentPosted in Financial Planning, Investment, Leadership, News and Politics, Scam, Wealth Management

Hardly a week goes by that I don’t read about some homeowner being defrauded by an unscrupulous building contractor or an elderly person being lured into an investment scam. I’ve written and talked about dozens of such schemes over the past three decades. Yet year after year the stories keep coming. The latest incident occurs […]

Impressions of Maine’s coastal region

Posted Leave a commentPosted in Hobbies, Leadership, Off-Topic, Travel

How Maine’s coast made me better appreciate New Jersey’s Delaware Bay region I spent this past week in Bar Harbor, Maine in the middle of the state’s coastal zone looking for different ecotourism ideas and approaches to help inspire the rebuilding of our wrecked economy at New Jersey’s Delaware Bay shore community at rural Money […]

Security for rural homes and businesses

Posted Leave a commentPosted in Leadership, News and Politics, Small Business

Recent national news brought a wave of follow-up stories about gun control, mental health and the risk of violence toward society. I add the unusual personal perspective of having been the victim of death threats and attempted manslaughter. The risk may well be past but it still lingers in my mind. New Yorker Magazine published a […]

Sad goodbye to neighbor in the NJ Blue Acres program

Posted Leave a commentPosted in Leadership, News and Politics, Real Estate

The individual stories of my neighbors involved in the Blue Acres buyout program are heartbreaking. I’m not blaming the state for the program. These are voluntary purchases; no one is forced to sell. But facing building code fines and violations after Sandy, many see this as their best option. Yet I don’t see how the state’s […]

Greenspan’s latest economic warning

Posted Leave a commentPosted in Leadership, News and Politics, Small Business

Yesterday Former Federal Reserve Chairman Alan Greenspan made some sharp comments in an interview on Fox News. I got the feeling this interview was meant as a sort of ‘final words of advice’ from perhaps the most influential economic leader of our era. Two points from the interview jump out at me. First, he says […]

CPAs’ role in the political process

Posted 1 CommentPosted in Accounting, Leadership, News and Politics

Within the next few weeks I expect to be involved in the filming of a video by the New Jersey Society of CPAs about the importance of CPAs’ legislative involvement. Here is the Illinois version of the same topic: While I’m not the filmmaker and am not in any position of charge of the […]

CPAs: “from crisis manager to opportunity director”

Posted Leave a commentPosted in Accounting, Leadership, Small Business

The theme of this year’s New Jersey CPA convention is changing our primary roles and focus “from crisis manager to opportunity director”. My mantra over the past few years is that CPAs need to be the agents of change for today’s businesses. I’m looking forward to hearing more about what others are doing in this […]

The scary rise of fascism in 2016 politics

Posted 1 CommentPosted in Leadership, News and Politics, Values

Could the dire issues facing our nation now be any more clear? Remember that it was only a short time ago that Americans feared the impact of having a socialist in its highest elected office. I reflected on this issue on December 12; only 77 days ago. ( Yet that risk seems mild now compared to […]