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Back in March, leaders described the disruptions caused by the Covid-19 pandemic as unprecedented. That was an accurate description at the time. It’s now midsummer. Can we all agree it’s time to retire the word …
When we help ensure that people’s financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect and give, but that doesn’t always address the reasons that people hire …
In our book, Your Invisible Toolbox, my co-author, Deborah Rinner, and I highlight two important trends that have heightened meaning during this pandemic as the business world embraces swiftly and nearly completely virtual communication technology.…
Anyone who is still around from the Warren Harding administration is entitled to some respect. And maybe even a bit of … fear?
The tax law’s “like-kind exchange” provision—popularly known as “Section 1031 exchanges” after …
Determining and managing to the right investment allocation is critical to help be on track for a successful retirement. It is one of the primary ways to “know that you are OK” as you approach …
Nancy Koehn in a well written Harvard Business Review article clearly defines what is needed in a leader and their message during a crisis. “Your job, as a leader today, is to provide both brutal …
BY ROWENA CROSBIE, president, Tero International
COVID-19 is causing unprecedented change in every industry, profession, and in everyone’s personal life. Changes for the sales professional and the sales process are no exception.
How do we …
Nothing can shake someone’s confidence like change can. The ambiguity and uncertainty involved in change causes real stress and anxiety. Stress and anxiety can rob us of our energy …
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Government money deposited directly in checking accounts. Forgivable loans. Refundable tax credits for keeping employees on the payroll. These things are all big deals, and they are justifiably …
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
The morning of February 12, 2020, the day after the Democratic Party’s 2020 New Hampshire Presidential Primary, I typed, “What does the Presidential election mean for …
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