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  • All HBS Web  (2,499)
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  • 23 Nov 2009
  • Research & Ideas

Management’s Role in Reforming Health Care

are used to good service from other industries and expect higher performance than they see on the delivery sector. They obviously worry a lot about whether their insurance will cover the medical View Details
Keywords: by Martha Lagace; Health
  • 11 Mar 2013
  • Research & Ideas

Marissa Mayer Should Bridge Distance Gap with Remote Workers

Marissa Mayer's decision to ask Yahoo! employees to work from offices rather than at home has at least two potentially negative consequences, one for her and one for her employees. But she can mitigate both by linking View Details
Keywords: by Lakshmi Ramarajan; Web Services; Web Services
  • 07 Oct 2019
  • Sharpening Your Skills

How Companies Can Make Up with (Very) Unhappy Customers

and laundry products aimed at men, examples of identity-based labeling—or “identity appeals”—abound in advertising and marketing. Five studies show when View Details
Keywords: by Sean Silverthorne; Retail; Air Transportation
  • 12 Oct 1999
  • Research & Ideas

Where Main Street Meets Wall Street

funds have made an important contribution to both the democratization and the strengthening of the American economy," says HBS professor Jay O. Light, an expert on the financial services industry. View Details
Keywords: by Garry Emmons; Financial Services
  • 15 Feb 2016
  • Research & Ideas

Want Your Employees to Plan Better for Retirement? Don't Do This

often look to similar individuals and imitate their actions. This allows them to capitalize on the research others have already done and makes them feel secure through a sense of normalcy. The publicly-held... View Details
Keywords: Re: John Beshears; Financial Services
  • January 2007 (Revised October 2008)
  • Case

H&R Block 2006

By: Peter Tufano
Mark Ernst, the Chairman, CEO and President of H&R Block, has to decide how to respond to a competitive threat posed by a competitor's refund-lending product. Block is the largest U.S. tax preparation firm, which competes not only on its tax preparation services, but... View Details
Keywords: Ethics; Financing and Loans; Personal Finance; Taxation; Corporate Social Responsibility and Impact; Competition; Financial Services Industry
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Tufano, Peter, Arijit Roy, and Emily McClintock. "H&R Block 2006." Harvard Business School Case 307-091, January 2007. (Revised October 2008.)
  • February 2014
  • Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States
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Pozen, Robert C. "Advising Families on Estate Planning." Harvard Business School Teaching Note 314-089, February 2014.
  • October 1992 (Revised August 2005)
  • Background Note

Estate Freeze

By: Henry B. Reiling
The so called estate freeze is a classic estate planning and recapitalization practice. It seeks to reconcile the multiple human and business considerations associated with transferring operating control and the future increases in the value of a family dominated... View Details
Keywords: Personal Finance; Governing Rules, Regulations, and Reforms; Laws and Statutes; Financial Services Industry; United States
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Reiling, Henry B. "Estate Freeze." Harvard Business School Background Note 293-063, October 1992. (Revised August 2005.)
  • 02 Apr 2015
  • Research & Ideas

Digital Initiative Summit: Who Has the Power in the Music Industry?

the CEO and founder of BandPage, an online service that allows musicians to post information and connect with fans. Their conversation touched on power dynamics,... View Details
Keywords: Re: Felix Oberholzer-Gee; Music
  • 15 May 2006
  • Lessons from the Classroom

Women Find New Path to Work

and personal marketing, sort of one-to-one-to-one, the customized approach, as opposed to the broadcast media that were the mainstays of advertising in the early '90s. They always have to think about this... View Details
Keywords: by Mallory Stark
  • 30 Apr 2012
  • Research & Ideas

India’s Ambitious National Identification Program

How do you reach the person on the street?" says Khanna, who was raised in India and still visits the country several times a year. "The case is a pretty dramatic illustration of the difficulties... View Details
Keywords: by Dina Gerdeman
  • 14 Dec 2015
  • Research & Ideas

Airbnb Hosts Discriminate Against African-American Guests

Due to racial discrimination, white vacationers have an easier time booking an Airbnb rental property than African-Americans do, according to a new study from faculty at Harvard Business School. The problem seems to lie in all the View Details
Keywords: by Carmen Nobel; Web Services; Web Services
  • 14 May 2008
  • Research & Ideas

Getting Down to the Business of Creativity

"Creativity does have a reputation for being magical," says HBS professor Teresa Amabile. "One myth is that it's associated with the particular personality or genius of a person—and in fact, creativity does depend to some... View Details
Keywords: by Julia Hanna; Retail; Apparel & Accessories; Fashion; Entertainment & Recreation
  • 28 Nov 2012
  • What Do You Think?

Should Pay-for-Performance Compensation be Replaced?

possible for them to take the long- and proper-view." Yadeed Lobo articulated the problem faced by corporate boards when he commented that "it is very difficult for board members to judge relative performance (it also) involves... View Details
Keywords: by James Heskett
  • September 1985 (Revised January 1986)
  • Case

Peter Wendell

By: William A. Sahlman
Contains a description of a decision confronting an employee of IBM in late 1981. Should he leave IBM to become head of a new venture capital fund which will specialize in technology investments? The case is designed to expose students to the nature of the opportunity... View Details
Keywords: Personal Development and Career; Jobs and Positions; Opportunities; Valuation; Decision Choices and Conditions; Resignation and Termination; Venture Capital; Financial Services Industry; Financial Services Industry
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Sahlman, William A. "Peter Wendell." Harvard Business School Case 286-008, September 1985. (Revised January 1986.)
  • 14 Dec 2011
  • Research & Ideas

The New Measures for Improving Nonprofit Performance

substantial investment of $3 million to $5 million and work extensively with the management team as strategic advisors to help them build that organization. And in fact, some of our investment partners have... View Details
Keywords: by Julia Hanna
  • 15 Sep 2011
  • Research & Ideas

High Ambition Leadership

what products or services to offer by first looking inside. Contrary to most companies that begin by looking at markets and competition, these CEOs looked inside to define "who" the company was—where was the... View Details
Keywords: by Martha Lagace
  • 03 Feb 2009
  • First Look

First Look: February 3, 2009

private assets, and personal saving, represent exercises in linguistics, not economics. Technological Innovation and Organizations Authors: Josh Lerner View Details
Keywords: Martha Lagace
  • 06 Mar 2007
  • First Look

First Look: March 6, 2007

repertoire of personal qualities, including qualities that run counter to conventionally masculine scripts. Our findings point to the mutability of masculine identity as a social status achievement and to... View Details
Keywords: Martha Lagace
  • January 2021
  • Case

The FIRE Savings Calculator

By: Michael Parzen and Paul Hamilton
This case follows Carol Muñoz, a member of the Financial Independence, Retire Early (FIRE) lifestyle movement. At the age of 45, Carol is considering retiring and living off the $1 million she has accumulated. Using Monte Carlo simulation, Carol forecasts the... View Details
Keywords: Analysis; Forecasting and Prediction; Financial Strategy; Investment Portfolio; Investment Return; Personal Finance; Saving; Risk and Uncertainty; Diversification; Theory; Personal Development and Career; Financial Services Industry
Citation
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Parzen, Michael, and Paul Hamilton. "The FIRE Savings Calculator." Harvard Business School Case 621-087, January 2021.
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