Monthly Archives: September 2017

Ep. 20 – How Boards Prepare for and Manage Executive Transition

In this episode of the Lead. Learn. Thrive. Podcast, executive transition is discussed in depth. To explore more deeply how board leaders are preparing for the inevitability of executive transition, this podcast features a discussion between Tom Adams and two … Continue reading

Posted in Consulting, Podcast, Search & Succession, Uncategorized | Leave a comment

Bonds, Debt, Bankruptcy and More

Financial News and Portfolio Management Discussion through September 23rd US Stocks edged up over the week led by bank stocks who reacted positively to the potential for another Fed rate increase this year. The S&P 500 rose 0.1% and the … Continue reading

Posted in Accounting, Audit, Investment Advisory, Tax, Technology, Uncategorized | Tagged , , , , , | Leave a comment

International and US Stocks, Household Income, Apple and More

Financial News and Portfolio Management Discussion through September 16th US stocks had one of their best weeks of the year, hitting record highs, with Hurricane Irma not as bad as feared. The S&P 500 rose 1.6% and the Dow jumped … Continue reading

Posted in Accounting, Audit, Investment Advisory, Technology, Uncategorized | Tagged , , , , , , | Leave a comment

Suspending Borrowing Limits, The ECB, and More

Financial News and Portfolio Management Discussion through September 9th US stocks eased over the week on concerns over Hurricane Irma and North Korea tensions. The S&P 500 declined 0.6% and the Dow fell 0.9%, for the week. Abroad, Europe eased … Continue reading

Posted in Accounting, EBP, Investment Advisory, Technology, Uncategorized | Tagged , , , , , | Leave a comment

Hurricane Harvey, Jobs Report, Inflation, and More

Financial News and Portfolio Management Discussion through September 2nd US stocks rose on a news heavy week driven by positive economic and corporate news and despite Hurricane Harvey and tensions with North Korea. The S&P 500 rose 1.4% and the … Continue reading

Posted in Accounting, Audit, Investment Advisory, Technology, Uncategorized | Tagged , , , , | Leave a comment