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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.

Making the most of your 2016 tax refund

Your tax refund can be a meaningful sum of money that can make a difference in a household’s finances. When considering what to do with your tax refund, remember to be mindful. Here are some priorities for thoughtful ways to spend your tax refund.

Money matters – Top financial myths debunked

It's time to set the record straight and put an end to some of the most common financial misconceptions out there.

Lessons from America’s most admired investor: Warren Buffett

Take note of Warren Buffett's lessons: Beating the market consistently over long time periods is possible, but also exceedingly difficult and therefore improbable.
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