What Works

The Art of Investing Today

Columnist: Tim Delaney
Jul, 2017 Issue

The investment industry has changed over the last few decades. Academic research regarding stocks and investment management has spurred on these changes. One of the implications from extensive research is that professional money managers cannot consistently outguess and beat the stock market.


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The Importance of Exit Planning for Small Business Owners

Author: Keith Schellin
May, 2017 Issue

It’s estimated that 75 percent of business owners regret selling their businesses within the first year.

A great benefit of being a business owner is deciding when you want to exit your business. Many business owners intend to keep working until they no longer can because their work becomes part of their life and identity. This fear of the unknown causes many business owners to delay thinking about a life-after-business strategy.


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5 Ways To Make The Most of Your Tax Refund

Author: Ryan Mason
Apr, 2017 Issue

If you have any credit card debt, consider first using your refund to reduce this costly form of borrowing.

 

More than 110 million Americans collected a tax refund‑worth an average of just under $3,000‑after filing their 2015 tax returns, according to statistics released by the Internal Revenue Service (IRS). If you’re one of the many Americans who expect to receive a financial windfall this year, what do you plan to do with the money? It’s tempting to treat yourself to a new TV or a pricey vacation. However, if you refrain from spending your refund impulsively, the money presents an opportunity to treat yourself to additional financial security. Here are five ways to extend the benefits of a tax refund.

 


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8 Tips for Couples to Improve Financial Communication

Author: Ryan Mason
NB Persepective, Jan, 2017

8 Tips for Couples to Improve Fiancial Communication.


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How to Avoid the Top Five Wealth Predators of the Affluent

Author: Bruce Frankel, MBA, CFP, AIF, CEPA
NB Persepective, Jan, 2017

The key is to know and understand these threats, and to develop and implement, a plan to mitigate (or eliminate) the risks wherever possible.


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Planning for Long-Term Care

Author: Art Neibrief
Dec, 2016 Issue

Hoping you'll never need care is a desire—not a plan.


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A Fresh Look at Benefits What You Need to Know

Author: Stephen McNeil GBA
Nov, 2016 Issue

Whether you’re a new employer looking to offer benefits or a rapidly growing one looking to start over to attract a new type of employee, ask these questions to tailor a benefits package perfect for your firm.


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Website Security is Your Business

Author: Kevin Gallagher
Oct, 2016 Issue

Website hacking is on the rise, but there are steps you can take to protect your site.


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The Y Model: Changing Entrenched Employee Behavior

Author: Karen Alary
Sep, 2016 Issue

Saying “I have to share some of the responsibility here,” can be a very powerful statement.


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Promote Employee Strengths: Ask What They Want

Author: Mariah Shields
Jul, 2016 Issue

There are two strategies to promoting employee strengths that will be mutually beneficial to both employees and companies.


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6 Basic Steps to Legacy Planning

Author: Ryan Mason
Jun, 2016 Issue

What long-term impact do you wish to leave to the people and causes that are important to you? Legacy questions are tough, and estate planning—an essential part of documenting your intentions—can be complex. One way to get the process started is to consider these basic steps.


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Five Ways to Create and Promote Sustainably Focused Marketing Promotions

Four Things You Never Knew About Trust Funds

The Benefits of Giving

Author: Mariah Shields
Jan, 2016 Issue

If a nonprofit has cash but not a team to help it fulfill its mission, the vision will never come to life.


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Small Business Lending

Author: Paul Yeomans
Nov, 2015 Issue

Finding the right financial partner for your small business.


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Outreach and Marketing: Get Their Attention

Author: Tom Jackson
Sep, 2015 Issue

The quality and quantity of marketing can make or break your business.


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“Tell Me About Yourself”: How to Put Together 
a 90-Second Answer

Author: Peter K. Studner
Aug, 2015 Issue

If you've previously stumbled over this interview question, here's a sure-fire way to ace it.


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How to Avoid Business Writing Mistakes

Author: Robin Noelle
Jul, 2015 Issue

Writing is a skill like any other, and it requires practice and education to develop.


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Pros and Cons of Cloud Computing

Author: Steve Farmiloe
Jun, 2015 Issue

What is cloud computing—and why should you care?


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Five Things You Must Know About Your Financial Adviser

Author: Roger Gershman
Feb, 2015 Issue

Whether you invest for your business or your personal life, the decisions you make can increase or shrink your company’s reserves and personal wealth.


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In this Issue

The Ancient Practice of Biodynamic Farming

Seeking stronger relationships with the Earth and ways to express truly unique terroirs, winemakers and vineyard owners across Napa and Sonoma are embracing biodynamics —“organics on stero...

Budding Business

The legalization of the cannabis market is predicted to generate more than $20 billion in U.S. sales, but rules and regulations are still in a state of flux....

Rocking the Wine World

Sonoma Cast Stone in Petaluma has been making concrete fermentation tanks for eight years. Owner Steve Rosenblatt started his company 20 years ago to create concrete for custom walls, countertops an...

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