For The Business Owner

Avoiding the “Two-Plan Tony”

Avoiding the “Two-Plan Tony”

In the world of retirement plan consulting, there exists a technical term used to describe brokers/advisors that are dabbling in the space but for whom, consulting on retirement plans is not a core competency.  These brokers/advisors are non-affectionately known in... read more

Entrepreneurship

Small business owners must take on many roles to be successful in the operations of their services. A single proprietor may be acting in what could be five different roles in a larger company. Though the fundamental lesson of economics is that specialization aids in... read more

For The Non-Profit

Is your cash reserve fund working smart for you?

Is your cash reserve fund working smart for you?

Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk. The secondary priority would be the amount of yield that fund is able to get. Considering these two concerns many nonprofits consider just two choices,... read more
Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too. Offering retirement benefits at your nonprofit can help you be competitive at attracting the best talent for your nonprofit organization. Most employers in the nonprofit sector provide retirement plans. Many different... read more
Who Should Be On Your Development Committee?

Who Should Be On Your Development Committee?

By David Scully, President and CIO, DWAM Partly because I have a father that has built a very successful career in professional fund-raising and partly because I deal with people’s money on a daily basis in my normal business responsibilities, I have found that I am... read more

For The Personal Investor

Do your investments reflect your values?

Do your investments reflect your values?

As social responsibility and environmental awareness become more popular, the demand for ESG investments has grown as well. ESG investing is defined as investing by taking into consideration environmental, social, and governance factors in conjunction with your... read more
“Youth is wasted on the young.”  George Bernard Shaw

“Youth is wasted on the young.” George Bernard Shaw

Youth can be such a beautiful thing.  It implies hope, learning, growth, dreams, aspirations to change the world.  In today’s fast-moving society, youth has somehow taken a front seat to its elders and become more valued in our culture than experience and wisdom. ... read more

For Cash Management

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Behavioral Biases Series

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