You’ve finally landed five minutes on the calendar of the prospect who’s long been atop your list of targets. They’re looking across their desk, waiting for you to share whatever was so important they agreed to make time for it. A deep breath, and then you launch into your pitch.... Read More
Every once in a while, lead poisoning generates big headlines. Earlier this summer, 300,000 children’s cups were recalled due to higher-than-allowed lead levels. More recently, the state of New York sued a landlord for exposing children to lead paint.... Read More
The 60/40 portfolio has long been used by moderate-risk investors. The equity sleeve could provide long-term growth, while the fixed income sleeve could dampen volatility and smooth the ride for investors. But after a very rough 2022, some are questioning the ongoing viability of the strategy.... Read More
In today's interconnected world, cybersecurity is not just a concern for IT professionals or tech-savvy individuals. It's everyone's job, and given the frequent headlines about cybersecurity threats, this shared responsibility matters more than ever.... Read More
After decades of working with and for nonprofits, there’s one major takeaway regarding nonprofit competition. It’s not to be taken lightly. As I shared in a recent article, there are nearly 1.85 million existing nonprofits in the United States today. More concerning is there are 50% more charitable nonprofits today than there were just 12 years ago. As I frequently mention to potential clients, the competition keeps growing, so it should be a major consideration.... Read More
As STEM leaders with experiences that cross sectors, we see first-hand the impact a thriving university in Indianapolis can have on our state’s future. As IUPUI prepares for the transition to IU Indianapolis, the School of Science on IU’s urban campus is poised to generate new opportunities and contribute to a modern Hoosier economy in new ways. ... Read More
Across the country, states - including most of our neighbors - have realized the benefits of cannabis legalization, yet Indiana has continued to ignore them - a fact that has us falling far behind in our competition for resources and talent.... Read More
A common question heard by advisors as clients age is, “Should I add my adult child’s name to the title of my home?” While adding someone to the title of a home is a strategy, there are several downsides to keep in mind and alternative methods to consider.... Read More
In my last article, I focused on the limitations of organic growth and counseled a strategic approach based on inorganic tactics. In this follow-up, I’ll look at a real-life example illustrating the problems of trying to go it alone.... Read More
Every year, thousands of middle and high school students gather together to find inspiration and skills to become a leader. The National FFA Convention & Expo serves as one of the country’s largest conventions and a time-honored tradition of nearly a century, and it happens right here in Indianapolis. ... Read More
"Two guys walk into a bar" is how the joke usually starts, but this time they sit down at the bar and do not say anything; they take out their phones and just stare at their screens. That is the age in which we live. The next time you go into a restaurant, make your own observations and see who is actually talking to someone else, versus looking at their phone or some other digital device.... Read More
Timing plays a pivotal role in achieving a successful sale. Analyzing market conditions and industry trends is essential to identify optimal windows of opportunity. A robust economy, favorable industry growth, or high demand for your business's products or services can increase its value and attract more potential buyers. ... Read More
It's no secret that the housing market is experiencing spooky times, with home prices around all-time highs and mortgage rates at multi-decade highs. This isn't good news if you are looking to buy a home right now, especially if you are a first-time home buyer. ... Read More
This month, we recognize National Disability Employment Awareness Month. NDEAM is about creating awareness and educating the public on issues relating to the employment of people with disabilities.... Read More
Small businesses are always looking for ways to keep and retain talent. Job seekers want secure and reliable benefits — which include health care. While affordability for businesses may seem like a problem, there are ways to offer what prospective employees need.... Read More
Temperatures (and leaves) may be falling, but with the new year on the horizon, critical employee compensation issues are rising. With that in mind, let’s look at what’s happening with employee pay topics.... Read More
While there are many critical components to employee benefits packages -- such as healthcare and pay, which generally top the list -- paid time off (PTO) is a critical part of your company’s total rewards. We often talk about remote, hybrid, and flexible work arrangements, which are attractive and gaining a lot of attention, but we aren’t talking as much about paid time off.... Read More
A financial plan consists of many topics, but one of the main focal points is retirement. Having worked as a financial planner for over seven years, I’ve picked up anecdotal and experiential observations that shed light on some of the common retirement myths and misconceptions I’ve noticed over my career.... Read More
There’s understandably a lot of fear surrounding Alzheimer’s. After all, it’s a terrible disease that kills more people than breast cancer and prostate cancer combined, and its symptoms can be baffling and debilitating. However, as understandable as those fears are, they’re complemented by a pair of myths that we simply can’t allow to persist because, every day, those myths prevent millions of people from living better, happier lives.... Read More
Manufacturing 4.0 is the fourth industrial revolution, which is characterized by the use of advanced technologies such as artificial intelligence, robotics, and the Internet of Things (IoT) to automate and optimize manufacturing processes.... Read More
