Personal investing for business owners

As a business owner, it is crucial to diversify your financial portfolio beyond your business. Personal investing allows you to build wealth, achieve financial goals, and protect your financial future. From assessing risk tolerance to selecting investment vehicles, these guidelines may help you navigate the world of investing and make informed decisions.... Read More

Easing like Sunday morning

On September 17th and 18th, the Federal Reserve will meet and likely ease the interest rate on Federal Funds. I’m picturing the meeting taking place poolside, with Chairman Powell wearing floaties and beverages being served with umbrellas and freshly sliced citrus. Waist-deep in the shallow end are the Commodores singing “Easy Like Sunday Morning.” ... Read More

The blueprint for successful C-suite recruitment (Part 1)

Hiring for C-Suite positions, whether your company is a tight-knit team of 10 or a sprawling enterprise of 10,000+, is no small feat. It’s like finding the right captain for your ship – you need someone who not only knows how to steer but also shares your vision for the journey ahead. So, how do you make sure you’re setting the stage for success? Here’s a blueprint for making it happen.... Read More

Making your nonprofit more strategic in five steps!

Is your nonprofit thinking and planning strategically? Unless you are in the minority that do, you could probably use some tips on becoming more strategic and transforming into an organization that is more accountable, respected, and sustainable. Taking the following five steps toward strategic thinking and planning will change your organization.... Read More

Finally! Final regulations for inherited IRAs

In December 2019, the SECURE Act was passed, upending how IRA beneficiaries distribute their inheritance. Confusion quickly spread among inheritors and across the wealth management industry—are Required Minimum Distributions needed or not? After many years in limbo, the IRS finally released Final Regulations clarifying the important provisions.... Read More

How long should today’s copy be?

You’re developing a landing page for one of your company’s offerings. How many words should you use? What about a blog post? A white paper? Something for social media? A script for a training video?... Read More

Grow your business: Jobs being replaced by AI

For centuries, jobs have evolved and devolved. From the Industrial Revolution to the age of computerization, artificial intelligence (AI) is now in the forefront of job replacement. In a recent study of five million job listings by Bloomberry, a labor trend publication, several job types will be replaced sooner than others.... Read More

Netflix’s ‘Tires’ is a step backward for automotive industry

Worn-out preconceived notions about car dealerships and auto shops continue to taint public perception of the automotive industry, this time through Netflix’s new series “Tires.” The show revs up the old engine of stereotypes, reinforcing a narrow and often negative portrayal of the auto service and parts industry that does little to reflect its modern complexity and innovation. ... Read More

The small-cap stock resurgence

Recently, a seismic shift has occurred in the stock market. Once overshadowed by their larger counterparts, small-cap stocks have dramatically outperformed the market. This unexpected turn of events has caught many investors off guard. It's a stark reminder that market trends can change rapidly, and that chasing performance and only investing in the hot trends can have detrimental effects on your portfolio.... Read More

The power of belonging

As a child, I constantly longed to fit in. I remember the sting of being excluded from birthday parties, the awkwardness of lunchtime conversations that I was never a part of, and the yearning to be included in games and activities. My differences, whether in interests, appearance, or personality, made me feel like I was “the other.” ... Read More

Elevating transformational rural innovation

Indiana is on an innovation roll. Reflecting a new dynamic of entrepreneurial expansion, Gov. Eric Holcomb and Elevate Ventures recently announced the creation of a new $100 million growth fund, a powerful addition to Indiana’s expanding innovation arsenal. A key question: where do the one-third of Hoosiers living in small cities and rural areas–some one million people–fit into this emerging entrepreneurial ecosystem?... Read More

Five fascinating facts about HSAs

The Health Savings Account has become quite a popular retirement savings tool because of its triple tax advantage. You can contribute pre-tax dollars, invest the funds while enjoying tax-free growth, and withdraw the funds free of tax if used for qualified medical expenses.... Read More

Five steps to ALTER your organization’s path

Most organizations and nonprofits have the desire to reach a more impactful, “preferred” future, yet find themselves on the path to a more probable one. The latter is influenced by the history and direction that has brought them to their present state. So how do you make the leap to bridge the gap between the probable destination and the preferred one?... Read More