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Finance

Bankers get bad headlines everyday

The best banks can help guide and mentor a growing business.

What are comprehensive financial services?

The Paradox of Choice is a behavioral finance doctrine that describes how the presence of too many choices is paralyzing and debilitating, hindering decision-making.

The first-time shoppers guide to getting a business loan

All of this takes time and effort, but without securing a loan or other business funding, it can be difficult or more time-consuming to reach your business growth goals.

The Facts, the future and financials

EHRs are expensive to plan for, implement, train and maintain.

The yin and yang of investing

We, on the other hand, believe they are complementary and not mutually exclusive. Based on our research, neither an all-passive, nor all-active portfolio, is an optimized portfolio. Rather, optimal appears somewhere in the middle, hence our comparison to yin and yang.

Why executives should think twice before investing in their companies

Individuals should work with their financial advisor to understand the risk of their required position when it comes to investing in their own company.

Taking your emotions out of your investments

Keen attention to market trends both at home and abroad are key to constructing a solid investment portfolio.

What millennials need to know about finances

Here are some tips for those just starting out on a financial path.

Where to turn when the bank declines your small business loan

Bonfire Brewing was growing so quickly it was tough to keep up with demand and needed to invest in more tanks. Unsurprisingly, the 80 tanks he needed came with a hefty price tag.

The fiduciary rule explained – How will it affect retirement?

The new fiduciary rule will also require a formal documented analysis if an advisor is recommending a client rollover their 401(k) balance to an IRA.

For superior investment returns, try radical simplicity

Reduce the number of investment fund choices available to participants and educate/steer them to equity index funds

Financial empowerment, let alone literacy, takes a village

Given that April is Financial Literacy Month, it is the perfect time to step back, recognize the scope of this challenge and increase our efforts to improve financial well-being in our community.
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