For The Business Owner
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
Most small business owners want their business to be successful well into the future.
Most small business owners want their business to be successful well into the future. However, not all small businesses use financial advising or retirement services. With all the time spent on other business operations, sometimes future finances can be neglected. A... read moreEntrepreneurship
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 moreFor The Non-Profit
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. 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?
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 moreFor The Personal Investor
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
“An investment in knowledge pays the best interest.” – Benjamin Franklin
We encounter people all the time that ‘just want to learn more about the stock market’ or ‘I wish I knew more about money.’ I think that humans do earnestly want to acquire new knowledge but, typically, we want a shortcut to wisdom. In response to the opening... read more
“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 moreFor Cash Management
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Behavioral Biases Series
Whosoever desires constant success must change his conduct with the times. —Niccolo Machiavelli (1532)
This week we are going to examine what is known as Status quo bias. According to Michael M. Pompian, author of Behavioral Finance and Wealth Management, “Simply put, Status quo bias, a term coined by William Samuelson and Richard Zeckhauser in 1988, is an emotional... read more
Self-reverence, self-knowledge, self-control—these three alone lead to power. —Alfred, Lord Tennyson (1880)
This week we are going to examine what is known as Self-control Bias. According to Michael M. Pompian, author of Behavioral Finance and Wealth Management, “Simply put, self-control bias is a human behavioral tendency that causes people to fail to act in pursuit of... read more