Dan Cassidy of P-Solve Cassidy Quoted in FiduciaryNews.com!
On June 24, 2013 | 0 Comments |

Dan Cassidy FSA, EA, MAAA, CFA, Managing Director of P-Solve Cassidy, was recently quoted on FiduciaryNews.com in the article “Is the Fiduciary Liability of Self-Directed Brokerage Options Too Great for 401k Plan Sponsors?”

BOOKS BY OUR THOUGHTLEADERS
On June 3, 2013 | 0 Comments |

People Succession: Lessons from Forward Thinking Executives in Middle-Market Companies

By Carol P. Bergeron

BOOKS BY OUR THOUGHTLEADERS
On May 22, 2013 | 0 Comments |

Business Is a Large Target: A Business Owner/CEO’s Complete Guide to Maximizing Results (and Profits) from HR and Employee Benefits

By Jim Edholm

Gauging Your Thoughtleader Potential: Part Two
On May 9, 2013 | 2 Comments |

Is it time to find out if you indeed are thoughtleader material? Maybe you’re a thoughtleader already and don’t know it. Or maybe you do know it, or suspect it, but could use some validation. Finally, do you secretly fear that perhaps you’re not up to the task?

Apple Should Plow Cash Back Into Growth, Not Shovel It Out To Shareholders
On May 7, 2013 | 3 Comments |

There are 917 million Apple shares owned by individuals, institutions and mutual funds. Chances are good that you own a few shares yourself. If so, you might be hoping that the stewards of the company declare and pay out a juicier dividend. I understand your sentiment but I suggest you reconsider your desire to drink from a cup that truly runneth over with cash–roughly $137 billion, or $146 per share.

A Rolling Stone Gathers No Moss
On April 24, 2013 | 0 Comments |

Just as a rolling stone gathers no moss, a strategic plan that’s actually used will gather no dust. Too often, companies devote time and energy to developing strategic plans, only to never look at them again once they have been printed out. This article explains the critical importance of actually using and implementing your company’s strategic plan, and offers practical tips for avoiding the most common traps that keep a strategic plan sitting, ignored, on a shelf.

Marathon Day 2013
On April 17, 2013 | 3 Comments |

I left Fenway Park this past Monday at 2 PM following a Red Sox bottom-of-the-ninth victory over Tampa Bay and immediately encountered thousands upon thousands of Boston Marathon runners plodding their way through Kenmore Square to the finish line.

Gauging Your Thoughtleader Potential: Part One
On April 16, 2013 | 0 Comments |

Excerpted from Ken’s book The Expert’s Edge as a seven-part series. Is it time to find out if you indeed are thoughtleader material? Maybe you’re a thoughtleader already and don’t know it. Or maybe you do know it, or suspect it, but could use some validation. Finally, do you secretly fear that perhaps you’re not […]

Social, Visual, Mobile, Virtual: Ready or Not, These Four Mega Trends Will Affect Your Business
On April 10, 2013 | 0 Comments |

Published in Rhode Island Small Business Journal as part of Chris Poe’s ongoing Mega Trends Series By Chris Poe, Chief Technology Officer at Atrion Social, Visual, Mobile, and Virtual: I refer to these as Mega Trends because they are (1) happening on a grand scale, (2) affecting business owners and executives whether they choose to […]

BOOKS BY OUR THOUGHTLEADERS
On April 3, 2013 | 0 Comments |

Thoughts for Tuesday

By Suzanne Bates