By Kevin Marshall, CPA CFO and Vice President Global Investment Strategies Here at Global Investment Strategies we have the pleasure of working with highly successful individuals and businesses. However, they did not all start out that way. I went back in time with...
by Jay Clifford, Vice President Global Investment Strategies Wayne Gretzky is arguably the greatest hockey player of all time. Definitely in the top three. After his playing days Gretzky transferred his skills to the business world and is achieving great success in...
By Jay Clifford, Vice-President Global Investment Strategies At Global Investment Strategies our sole focus is on our clients and our relationships with them. Essential to strong client relationships are our communication skills. If we can’t communicate effectively,...
Doug McClure, CEO Global Investment Strategies It’s late on Friday and you just survived another hectic week. It seems that every time you turned around, there was another crisis to attend to or another emergency task to be done. As you reflect on the week and all of...
Doug McClure, CEO Global Investment Strategies I have had the pleasure of owning several successful businesses and working with scores of customers and helping them grow their companies. Over the years I’ve made mistakes, some of them very expensive mistakes. Let me...
Life insurance plays a number of important roles in the business world, benefiting business owners, employees, and family members. Three categories to consider are Business Continuation, Retirement Planning, and Estate and Survivor Financial Planning. Business...
We are not talking about Star Wars when we mention the Dark Side of ESOPs. We are talking about a very real, financially and fiduciarily binding obligation each ESOP must deal with – the repurchase of company shares of stock that employees participating in the...
If you are a Baby Boomer and the owner of a privately held business, you either are or will be part of one of the greatest transfers of private wealth ever. Baby Boomers (1945-1964) are now in their mid-50’s to early 70’s. The wealth transfer applies to each and every...
Doug McClure, CEO of Global Investment Strategies, and Ken Cook, VP of Global Investment Strategies, recently shared some of their thinking about client relationships, sales, and the success of Global Investment Strategies. A question was posed – What are some...
One of this year’s Super Bowl ads touched me and made me cynical at the same time. Dodge’s RAM Truck ad linked their trucks with instances of people helping others and giving back to their communities. Playing in the background were excerpts from Dr. Martin Luther...
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