The Making Of A Good Manager

January 6, 2012

Nineteen years ago, I returned from my family’s winter holiday, unlocked a small, empty, rented office, and started my own tax and financial planning firm. I knew what it would take for my business to succeed. I would have to become the best financial adviser I could be. I would also have to attract enough clients, and the right sort of clients, to support a growing company, as well as …

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Performance Reviews That Work

January 6, 2012

I can’t think of any ritual in American business that is more widely despised than the annual performance review. Employees fear and loathe reviews that are vague or inconsistent, (How can one manager love you for showing initiative, while another lambastes you for failing to seek direction?) or that are used in some opaque way to determine compensation, or that, worst of all, are coupled with a rule that says …

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New Staff Members Bring Array Of Skills To Firm

October 10, 2011

It takes more than just financial talent to operate a high-end wealth management practice these days. Recent additions to our team include a sociology-anthropology major, a graphic designer, an editor and — because financial talent still matters a lot — a business major, too. Michael DiCosimo is a client service associate in our Fort Lauderdale office. He joined our staff after earning his bachelor of science in business administration last …

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Teaching Creativity In Business

June 17, 2011

EDITOR’S NOTE: A version of this article appeared in the Current Commentary feature on our website on May 4. I started a heated debate among my co-workers recently by asking what they would do in this scenario: You are driving on a two-lane stretch of Interstate 95 in rural southern Virginia, on your way from the Northeast to Florida, when you round a curve and see a seemingly endless line …

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Palisades Hudson in the News

April 5, 2010

Professionals from Palisades Hudson have recently been quoted as experts in a variety of media outlets. Here are a few highlights: In a lengthy Q&A in BusinessWeek, Jonathan Bergman, vice president, explained the temporary absence of the estate tax this year as a result of Congress’s failure to address a sunset provision in the Bush-era tax laws (which Eric Meermann discusses in our story on page 1). Jonathan also laid …

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Anna Pfaehler Gets CFP® And A Promotion

November 13, 2009

Anna K. Pfaehler, an associate in our firm’s Scarsdale, N.Y., office since 2006, has earned her Certified Financial Planner™ designation and has been promoted to Client Service Manager. Anna, 23, is a northern Kentucky native and a 2006 Vassar College graduate. She majored in economics and minored in mathematics at Vassar, where she graduated with honors. She was the valedictorian of the 2002 graduating class at Covington Latin School in …

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Online Sentinel Offers Expanded Coverage

October 1, 2009

Sentinel is beginning its transition to an online publication this fall. Readers now will be able to find new articles every month at www.palisadeshudson.com. The newsletter, whose quarterly print circulation has reached 10,000 after 16 years of publication, joins the daily “Current Commentary” blog on our Web site. The site also provides occasional video commentaries as we develop new ways to share news and ideas with our audience. We plan …

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Three New Associates Join Palisades Hudson

October 1, 2009

Melinda Beckmann and Matthew Slen joined our team of client service associates in July and June, respectively, and Eliza Snelling started in May as an administrative associate. A former Palisades Hudson intern in Fort Lauderdale, where she now works full time, Melinda graduated cum laude from the University of Rochester this spring. She earned her Bachelor of Arts degree in economics and statistics, as well as a Certificate in Management, …

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Firm Helps Underwrite Radio’s ‘Marketplace’

October 1, 2008

“Marketplace,” public radio’s popular business news program, has a new sponsor in South Florida and the New York City metropolitan area: Palisades Hudson Financial Group LLC. Our firm this month became a local “underwriter,” in public radio parlance, on WNYC in New York, WLRN in Miami and WXELin Palm Beach County. The 30-minute broadcast airs each weekday evening at 6 p.m. on the Miami station and at 6:30 p.m. on …

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Letters to the Editor

April 1, 2008

Editor’s Note: Two articles on retirement plans and Social Security in our January 2008 issue (Pensions, Promises And Lies by Larry M. Elkin and Retiring On The Backs Of Young Workers by Anna K. Pfaehler) drew several responses from readers. We welcome the opportunity to present other viewpoints. All submissions are published at the editor’s discretion. To The Editor: Although many of Anna Pfaehler’s points are well taken, she made …

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