Choose and Use Your Advisors Wisely

Choose and Use Your Advisors Wisely

(This article, written by Rick Segal, was originally published in Corp!)  Every leader surrounds themselves with advisors. We have all had mentors throughout our lives whose lessons have given us our ethics, values and acumen. Whether it be a parent, teacher, clergy...
Proper Planning Is More than Asset Allocation

Proper Planning Is More than Asset Allocation

(by Richard Segal, as originally appeared at SegalConsulting.biz) Here’s the thing… good planning avoids conflict. But, good planning is much more than asset allocation. Advisors implore their clients to plan for the future. They often use disturbing techniques like...
It is Personal – Very Personal

It is Personal – Very Personal

(by Richard Segal, as appeared at SegalConsultingBiz.com) One of our most common catch phrases these days is, “It’s not personal.” I’m not sure what that means, or where it came from? It seems to be some action taken by someone else that clearly affects your life, but...

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