Posts by ndavis
Retirement Planning Guide for Oil Industry Professionals
The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a plethora of high-paying jobs for many professionals. Below, we discuss tips and tricks that can help oil and gas…
Read MoreHow AI Can Enhance Your Job, Not Eliminate It
Your ability to work alongside Artificial Intelligence will be a great asset A recent surge in interest around the term “generative AI” has been observed, reaching a peak search interest of 100, according to Google, in the week of February 12th, 2023. The spark for this sudden fascination? The introduction of ChatGPT, an AI chatbot…
Read MoreWhat’s Happening in the World of Higher Education?
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who believe college is worth it.…
Read MoreEstate Planning and Asset Protection: Are They the Same?
You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies into future financial plans. Below, we discuss key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy. Estate Planning:…
Read MoreLittle Known Tax Credits for Business Owners
Nurturing a Community, Fostering Growth, and Making a Positive Impact As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce and the benefits it brings, not just to the business, but to the community at large. Your commitment to hiring…
Read MoreTitanic
Right now the market’s resilience to all of its current headwinds reminds me of the “Unsinkable Ship” the Titanic. Since there are generally more movie buffs than history buffs in the world today, we’ll discuss the movie version. The Titanic holds a special place in my heart as it was the first movie Rachel (my…
Read MoreY2K 2.0
Don’t let the title mislead you. I don’t believe we will see twice the pain as we did from 2000-2002, but I do believe there are a lot of similarities between the two time periods. Y2K Bug How is that any different than our most recent event? The details are a bit different, but when…
Read MoreUnprecedented
My Three Favorite Questions: Will this be a V-Shaped Recovery? Has it ever happened before? Are you busy talking clients off the ledge? The answer to all three questions is simply – “NO!” (I guess you can quit reading now😊) Disclaimer: These are of course my own opinions and should not be taken as fact. …
Read More“To Be A Great Investor It Takes Brass Balls Not Crystal Balls” – Bill Spetrino
I heard this quote in a podcast that I subscribe to. This is so true figuratively speaking. The reason I say figuratively is because from my own experiences I would say women tend to be better long-term investors than men. If I were to generalize, women are more emotionally connected and therefore are better equipped…
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