Tax loss harvesting is a financial planning strategy that some advisors swear by, whereas others refuse to do it. Why is there such a love-hate relationship with this popular approach to investing? In this article, I’ll explain how it works, when it works and when it doesn’t, and its utility...

Coming back from some crypto events, from Zug to Dubai, passing through Lugano’s Plan B Forum, I brought home one thought, which is more of a question. Can you have a blockchain community engaged and empowered (securing transparency and liquidity for its coin, like for Bitcoin,) while abiding by the...

At any workplace, if the energy is low and employees are tired, it could create unfavorable conditions for employees to proactively act or create change. On the other hand, in the workplaces with right value-driven contexts, employees get motivated to work with energy focus, and agility. Though creating a value-based...

2025 will be my fourth year of restarting a practice introduced by Chris Brogan over a decade ago. Brogan, Chief of Staff to the CEO of Appfire, began a practice in 2006 that I’ve always admired. It’s called My Three Words. Chris describes it this way: “The My Three Words idea is simple. Choose...

Advancements in technology have revolutionised how we manage documents, paving the way for enhanced productivity and efficiency. Businesses that embrace innovative solutions to streamline their document workflows stand to benefit significantly. However, many professionals are still tethered to outdated methods, hindering their potential. This article explores the power of technology...

In today’s fast-paced business landscape, whether you're starting your own venture, guiding a team, or managing finances, one crucial factor sets the successful apart from the rest: mindset. Mark B. Murphy, a seasoned CEO, author, speaker, podcast host, and motivator, recognizes this truth through years spent helping clients achieve their...

Zong Ke is a seasoned portfolio manager (Director) with over a decade of experience across multiple Asian countries, including Singapore and China. Having worked with some of the world’s leading financial institutions and top regional players, Ke has demonstrated expertise in leveraging artificial intelligence (AI) algorithms and data science to...

Vladimir Marchenko, based in Minnesota, is the CEO and co-founder of Wolf River Electric, a 100% employee-owned company that provides innovative renewable energy solutions across five states. With a decade of experience in the energy sector and a bachelor’s degree in Business Management and Administration, Vladimir is a visionary leader...

Matthew Brodacki, based in Fairfield County, Connecticut, is a cybersecurity leader and law enforcement professional dedicated to protecting communities and advancing public safety. As Captain of the Regional Technical Investigations Unit (TIU) for Southwestern Connecticut, he oversees a team managing over 500 cyber cases annually. With dual master’s degrees in...