Late last year I shared a few quotes from my father’s retirement letter to our team and clients in 2003. Given the significant improvement in world markets over the last four months, I’d suggest it could be worth a quick review. Here are a few more of the 152 bullet points in that letter that hopefully make for… Read More

On Friday, President Trump executed a tax reform bill that will have broad implications for individual and business tax planning. Here are a few of the best articles and summaries we’ve read so far. Tax Cuts and Jobs Act Summary Provided by Lopata, Flegel & Company A comprehensive overview of the new law with additional… Read More

This fall my wife and I sent our youngest daughter off to college. We went through the same process with her older sister two years ago, so we knew the drill. Or at least we thought we did. We dutifully checked off the items on the “must-have” list provided by her university and the countless items… Read More

Unless you’ve been living under a rock for the last twenty years, you’ve heard of one of the seminal business books of our time, Good to Great. In this book, Jim Collins and his colleagues seek to answer why some businesses become great companies and why others don’t. What is it that makes these companies better than their… Read More

I often re-read the letter my father wrote to our clients and team upon his retirement from Brand Asset Management Group in 2003. In a style that is somewhere between Solomon and Mark Twain, Dad wrote 152 bits of wisdom, caution, and encouragement. They came from his heart and 31 years’ experience rowing the same… Read More