The Kelly+Partners Post - US edition - Issue 5 - July 2024

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ISSUE 5 | JULY 2024

US EDITION

HEALTHY

HEALTHY HABITS

FOR REMOTE WORK

PAGE 5

WISE

LOUISE CORDINA:

BUILDING A POULTRY

POWERHOUSE

PAGE 14

WEALTHY

BEYOND TAX

SEASON

PAGE 9

THE

POST

“IT’S VERY IMPORTANT IN ANY

BUSINESS TO HAVE THE RIGHT PEOPLE IN

THE RIGHT JOBS.”

LOUISE CORDINA

CONTENTS

Created by

BRETT KELLY

Edited by

ELLA MARTIN

Creative Directors

BRETT KELLY AND GARY CHESTNEY

Feature Writers

BRETT KELLY, JOSH THOMAS

KUN SINGH AND GARY CHESTNEY

Contributing Articles

NATE FOERSCH

AND TRENT DOUGHTY

Art Director

GARY CHESTNEY

Graphic Design

LIZ PARICKA

Brand and Content Directors

BRETT KELLY, KUN SINGH

AND GARY CHESTNEY

Images

ADOBE STOCK IMAGE LIBRARY

CONNECT

WITH US

HOW WE

CAN HELP?

ISSUE 5 | JULY 2024

KELLY+PARTNERS

WISE

WEALTHY

HEALTHY

Healthy, Wealthy and Wise

Healthy Habits for

Remote Work

Zero Cost Tools for

Your Well-Being

Beyond tax season:

building blocks for financial

prosperity

Alternative Investments

Quotations of

David Ogilvy

Louise Cordina

New Partners

Locations

22.

Harrison Goodman

Community

Careers

HEALTHY, WEALTHY AND WISE

ISSUE 5

Healthy, wealthy and wise is the format of our newspaper. It makes

sense to us at Kelly+Partners because we believe, as a business, that

helping people sort out their financial situation gives them time, peace

of mind and capacity to focus on the important things in life.

Brett Kelly

Founder and CEO,

Kelly+Partners Accountants

ISSUE 5

HEALTHY

Page 4

HEALTHY HABITS FOR

REMOTE WORK

Remote working has shifted the traditional

9 to 5 ofce culture toward a more ﬂexible

and asynchronous model. Instead of being

bound to a speciﬁc location and schedule,

some employees now have the freedom to

work when they are most productive, which

can vary from person to person.

With it comes challenges too. Take the home

ofce setup, for instance. Companies usually

splash out on fancy ergonomic gear to keep

their employees comfortable and healthy. At

home not so much. Many of us are making

do with makeshift setups that leave us with

bad posture, aches and pains.

Moreover, the sedentary lifestyle associated

with reduced outdoor activity poses risks

of metabolic diseases, while diminished

social interactions in the virtual work

environment may contribute to psychosocial

health concerns.

In this article, we explore various tips and

strategies aimed at mitigating the health

and ergonomic risks associated with working

from home.

To ensure optimal remote work,

attention should be directed

toward four key areas

1. CONSISTENT ROUTINE

Maintaining a consistent routine when

working remotely is essential for several

reasons. Firstly, it helps establish boundaries

between work and personal life, preventing

burnout and promoting mental well-being.

A routine provides structure and discipline,

enhancing productivity by minimising

distractions and procrastination. Additionally,

consistency fosters accountability, ensuring

tasks are completed efciently and deadlines

are met.

A regular schedule also facilitates

communication and collaboration with

colleagues, as they know when to expect

your availability. Overall, a consistent routine

when working remotely promotes balance,

productivity, and overall success in both

professional and personal spheres.

2. ERGONOMIC WORKSTATION

Creating an ergonomic workstation when

working remotely is crucial for maintaining

physical health, productivity, and overall

well-being. An ergonomic setup minimises

the risk of repetitive strain injuries, back

pain, and discomfort associated with

prolonged sitting. Proper ergonomics

promote good posture, reducing the strain

on muscles and joints and preventing long-

term musculoskeletal issues. An ergonomic

workstation also enhances productivity by

reducing fatigue and increasing comfort,

allowing for longer periods of focused work.

Moreover, prioritizing ergonomics

demonstrates a commitment to

employee health and safety, fostering

morale and job satisfaction. Overall,

investing in an ergonomic workstation

when working remotely is essential for

promoting health, productivity, and overall

workplace satisfaction.

3. SOCIAL INTERACTION

Everyone who has worked in an ofce knows

it can be disruptive having people constantly

stopping at your desk and chatting or saying

hello. Humans are tribal animals, and these

interactions at lunch or around the proverbial

water cooler are very important for our

emotional health.

The importance of social interaction when

working remotely cannot be overstated.

Social interaction fosters a sense of

belonging, camaraderie, and connection

among remote team members. It helps

combat feelings of isolation and loneliness,

promoting mental well-being and reducing

the risk of burnout.

Regular social interactions also facilitate

communication, collaboration, and

teamwork, enhancing productivity and

creativity. Furthermore, social interaction

also allows for the exchange of ideas,

knowledge sharing, and professional

development opportunities, contributing

to individual growth and team cohesion.

Incorporating social interaction into remote

work environments helps build a supportive

and inclusive culture, leading to happier and

more engaged employees.

4. EXERCISE AND MOVEMENT

One of the biggest losses when working

remotely relates to our exercise routine.

When working from an ofce you are, at

the very least, moving to get to and from

work and navigating the ofce space with

colleagues. At home it’s very easy to move

from the bedroom to the ofce and back

again with limited movement throughout

the day, apart from getting something to

eat from the kitchen.

Employees working from home should be

sure to plan regular breaks that include

some form of movement and exercise.

This can be as simple as going for a walk

around the block, doing some meditation/

mindfulness in the backyard or completing

some simple stretches or yoga. As much as

possible these activities should incorporate

time outside, to get some much-needed

sunlight and Vitamin D.

ISSUE 5

Page 5

Well-being is the must-have lifestyle phrase of the moment, but with the

abundance of boujee yoga studios, expensive Bali retreats, and rigorous

detox programs, it can be easy to feel it’s a lifestyle that is unattainable.

You don’t need to have the latest product to take care of your well-being. You

have everything that you need in your body and mind, you just need to know

how to make them work better for you.

ZERO COST TOOLS FOR YOUR

WELL-BEING

ISSUE 5

Page 6

MEDITATE

A common misconception with meditation

is that people don’t feel they are doing

it “right.” There is no right or wrong way

to meditate. Meditation is not a way to

rid the mind of thoughts completely, but

rather to experience the racing mind

with compassion.

When you first begin meditating there

can be a lot of head noise, however, just

like any skill, it becomes easier over time.

Until eventually, you find those moments

of pure silence, and complete presence -

and that’s where the magic lies.

The benefits of meditation are endless,

including increased self awareness,

reduced negative emotions, enhanced

self compassion and also helps shrink

the size of your amygdala, which is the

part of the brain responsible for stress

and anxiety.

Set a timer for 10 minutes, sit there, close

your eyes and focus on your breath. It

may feel uncomfortable to begin with,

however this is the point, getting used to

being completely within your own mind

and body.

Bookmark these free online meditation

tools including Insight Timer, Youtube

and Spotify.

JOIN A COMMUNITY

GROUP

Being part of a community can have

a profoundly positive efect on your

mental and emotional well-being.

Community involvement provides a sense

of belonging and social connectedness.

It can also ofer extra meaning and

purpose to everyday life.

Write down a list of interests and hobbies,

then start looking for like-minded

communities through social media, meetup.

com or ask friends and family if they

know any.

TRY THIS BREATHING

TECHNIQUE

Breath-work is one of the greatest tools you

can use for your overall well-being, and the

best part is - it’s entirely free!

Deep belly breathing with a focus on

extending your exhalation activates your

parasympathetic nervous system (your rest

and digest system) which calms your body

and sends signals to the brain that you’re

safe, leading to reduced levels of stress

and anxiety.

Try this: 4-7-8 technique. Breathe in through

your nose for a count of 4, hold for a count

of 7 and out of your mouth for a count of 8.

Repeat for 5 minutes or until you feel your

body relax.

GO FOR A COLD DIP IN

THE OCEAN

Cold water swimming activates your

endorphins. What are endorphins? They

are the feel good chemicals that block

the perception of pain and increase your

sense of well-being! Cold water swimming

can be seen to have similar efects as the

“runners high.”

Cold water is also an incredible tool

for increasing your stress tolerance. By

deliberately putting your body through the

physical stress of cold water immersion,

it helps to increase your ability to self-

regulate, boosting your capacity to cope

with life’s ups and downs.

GET UP AND MOVE

Physically moving your body (e.g. pilates,

yoga, boxing, running, walking) is one

the best tools you can use for your own

well-being. When you move your body,

you release endorphins (those feel good

chemicals we mentioned earlier) which

helps to relieve stress and improve your

mood. Exercise is also a great way to take

a break from technology and everyday

challenges and responsibilities.

Whilst there are so many studios and

gyms out there, you can also ﬁnd free

classes online. See Yoga with Adrian or

MadFit on YouTube.

Alternatively, if you only have 5 minutes,

try this quick mood booster workout:

• 30 seconds burpees

• 30 seconds plank

• 30 seconds push ups

• 30 second leg raises

• 30 seconds squats

• 30 second break

X 2

BONUS

The EQ Minds newsletter and blog.

Our free newsletter and blog is here to

support your well-being. Get simple,

practical tips you can add to your routine

so you can feel stronger and happier

every day.

www.eqminds.com

5 ZERO COST WAYS YOU CAN

IMPLEMENT WELL-BEING INTO

YOUR DAILY LIFE

ISSUE 5

Page 7

Article by EQ Minds

WEALTHY

Page 8

ISSUE 5

Page 9

ISSUE 5

Beyond Tax Season:

Building Blocks for

Financial Prosperity

As the ﬂurry of tax season subsides, it’s

crucial to shift our attention to the broader

spectrum of ﬁnancial health. While taxes are

undoubtedly a signiﬁcant aspect of ﬁnancial

planning, there are other critical areas

that deserve our focus and attention. This

post-tax season period ofers a valuable

opportunity to reassess, recalibrate, and

reinforce our ﬁnancial foundations for

sustained prosperity throughout the year.

INSURANCE COVERAGE

One fundamental pillar of ﬁnancial well-

being often overlooked is insurance

coverage. Take a moment to review your

existing policies, including health, life,

and property insurance. Ensure that your

coverage aligns with your current needs

and circumstances. Consider factors such as

changes in family size, employment status,

or property values that may necessitate

adjustments to your coverage levels. By

proactively evaluating and updating your

insurance policies, you can better protect

yourself and your loved ones against

unforeseen ﬁnancial risks.

REVISIT YOUR ESTATE PLANNING

STRATEGY

Next, it is time to revisit your estate planning

strategy. Life is unpredictable, and having

a comprehensive estate plan in place is

essential to ensure your wishes are carried

out and your loved ones are provided

for in the event of incapacity or passing.

If there have been any signiﬁcant life

changes since your last estate plan review,

such as marriage, divorce, birth of a child,

or acquisition of signiﬁcant assets, it’s

imperative to update your will, trusts, and

beneﬁciary designations accordingly. By

keeping your estate plan current, you can

provide peace of mind for yourself and

your family, knowing that your afairs are in

order and your legacy is protected.

LONG-TERM FINANCIAL GOALS

In addition to insurance and estate

planning, this season is an ideal time to

focus on long-term ﬁnancial goals and

investment strategies. Take stock of your

retirement accounts, investment portfolio,

and savings plans. Are they aligned with

your ﬁnancial objectives? Are there any

adjustments or reallocations that need to be

made to optimize your investment strategy?

By conducting a thorough review of your

ﬁnancial goals and investment portfolio,

you can ensure that your money is working

efectively toward building wealth and

securing your ﬁnancial future.

ENHANCE YOUR FINANCIAL

LITERACY

Furthermore, consider taking proactive

steps to enhance your ﬁnancial literacy

and empowerment. Use this to kick yourself

into gear to educate yourself on personal

ﬁnance topics such as budgeting, saving,

investing, and debt management. Attend

workshops, seminars, or online courses to

deepen your understanding of ﬁnancial

concepts and strategies. By empowering

yourself with knowledge and skills, you

can make informed ﬁnancial decisions

that propel you toward your goals

and aspirations.

While tax season may be over, the journey

toward ﬁnancial wellness continues. By

focusing on areas such as insurance

coverage, estate planning, long-term

ﬁnancial goals, and ﬁnancial literacy, you

can lay a solid foundation for ﬁnancial

security and prosperity. Remember,

proactive planning now can provide peace

of mind for you and your loved ones in

the future. Embrace this post-tax season

period as an opportunity to strengthen

your ﬁnancial well-being and pave the way

toward a brighter ﬁnancial future.

BEYOND TAX SEASON:

BUILDING BLOCKS FOR

FINANCIAL PROSPERITY

Nate Foersch

Partner

Woodland Hills, CA

THE CASE FOR

ALTERNATIVES:

DIVERSIFYING

PORTFOLIO ASSET

ALLOCATION

The Case for Alternatives:

Diversifying Portfolio

Asset Allocation

In the realm of investment, the age-

old adage ‘Don’t put all your eggs in

one basket,” holds true, emphasizing

the importance of diversiﬁcation. While

traditional asset classes like stocks and

bonds have long been the cornerstone

of investment portfolios, the landscape

is evolving, with investors increasingly

turning to alternatives to enhance

diversiﬁcation and potentially boost

returns. This paradigm shift is evident

not only in the portfolios of institutional

investors but also in the strategies of

individual investors seeking to fortify their

ﬁnancial future.

In Wealth Management, Alternative

Investments refer to asset classes besides

the traditional equities, ﬁxed income

and cash. These may include real estate,

private credit, private equity, hedge funds,

and other non-traditional assets. The

appeal of alternatives lies in their potential

to generate returns that are less correlated

with traditional markets, thus providing

diversiﬁcation beneﬁts and potentially

enhancing risk-adjusted returns. Despite

these beneﬁts, it is often the case that most

individual or family groups have an under-

allocation to alternatives compared with

their institutional counterparts.

One notable segment where alternatives

have been extensively utilized with

AVERAGE ALLOCATION TO ALTERNATIVES

Large gap

for individual

investors

Global Pension Assets, Study

2016, Willis Towers Watson:

National Association of College

and University Business Ofcers

2016 Study (Equal-weighted

Average); Money Management

Institute, ‘Disruption of

Alternative Investments through

Wirehouses,’ 2016.

INSTITUTIONS VS. INDIVIDUALS

Pensions

Endowments

Individual Investors

27%

29%

ISSUE 5

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