Wharton management professor Adam Grant has devoted his career to examining what motivates employees in the workplace. No matter the industry or job he says employees who know their work have a positive impact on others are happier and more productive than those who don’t.
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I had the privilege of appearing on Fox 5 News on the morning of February 22nd with Tony Perkins. You can watch the clip below to see my brief appearance on Fox 5 News. After six months of study required by the Dodd-Frank Act, the Securities and Exchange Commission {SEC) recently announced that all advisors, including brokers, should be held to a fiduciary standard. because investors already assume their brokers are acting in their best interests. Tim and I attended the 2011 TD Ameritrade Conference in San Diego earlier this month. There were over 60 educational or keynote speakers to see and hear. I thought I would briefly share a few highlights from six of the sessions I attended. General Colin L. Powell Perhaps lost in all the posturing about what would become of the Bush tax cuts was a valuable extension for qualified charitable distributions. The 2010 Tax Relief Act extended the tax-free distributions from Individual Retirement Accounts (IRAs) for charitable purposes through 2011 i.e. Qualified Charitable Distributions (QCDs). Starting on January 21 2011 shareholders of U.S. companies will be able to give a thumbs up or a thumbs down to executive pay packages. You may remember that the “say on pay” vote was first introduced as a safeguard when U.S. financial institutions dubbed “too big to fail” received federal bailout funds thanks to the Troubled Asset Relief Program (TARP). As a farm boy from Nebraska I grew up in a close knit community where your word was your bond. A personal connection to both my community and my work has always been integral to my happiness. Early in my career when I was an accountant I changed professions primarily because I did not have self-satisfaction in my work. The Role of Financial Literacy in Determining Retirement Plans by Robert Clark Melinda Sandler Morrill and Steven G. Allen is the latest publication in the National Bureau of Economic Research’s Working Papers series. I have previously written on my amazement that Congress allowed the estate tax to lapse last year and of the many plans put forth to reinstate the death tax.
In the News — Fox 5 News
Submitted by Bernhardt Wealth Management on February 24th, 2011
In the News: The Fiduciary Standard
Submitted by Bernhardt Wealth Management on February 21st, 2011
TD Ameritrade Conference
Submitted by Bernhardt Wealth Management on February 18th, 2011
Qualified Charitable Distributions
Submitted by Bernhardt Wealth Management on February 14th, 2011
Power to the People: U.S. Shareholders Have a Say on Corporate Pay
Submitted by Bernhardt Wealth Management on February 7th, 2011
You Deserve a Fiduciary
Submitted by Bernhardt Wealth Management on January 31st, 2011
Who can you trust to give you the best possible financial advice? Interestingly during times of personal crisis such as job loss divorce or death of a spouse the vast majority of Americans turn to family and friends rather than financial advisors according to a recent survey from AARP Financial. I understand that impulse.I Invite You to Visit ExecutiveLeadersRadio.com
Submitted by Bernhardt Wealth Management on January 24th, 2011
What You Don’t Know Can Hurt You
Submitted by Bernhardt Wealth Management on January 17th, 2011
Now Law: Estate Tax Rate and Exclusion
Submitted by Bernhardt Wealth Management on January 10th, 2011
