What Works

Investing Today

Columnist: Andy Mathieson
Oct, 2017 Issue

Investing is often a complicated subject. And with the proliferation of media, the over-abundance of pundits and opinions, it’s hard to know how invest in today’s world. Essentially, there are two options as to how to handle savings—consume or invest. The investment world affords two options: purchase assets, or lend your money.


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First-time Buyers: How to Compete & Win in a Sellers’ Market

Columnist: Tim Carroll
Sep, 2017 Issue

If you’ve gone through the home-buying process in the North Bay within the past few years, you know how competitive and difficult it can be. But for first-time homebuyers the process can be even more daunting and challenging. If you’re a first-time buyer, there several key steps you can take to greatly increase your chance of competing and winning in a competitive sellers’ market.


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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

Driven To Succeed

To call Sonoma Raceway a track is an understatement. The year-round motorsports complex is home to 75 businesses in 104 shops, a performance racing school, a kart track, several campgrounds, 44 pit ...

Rebranding

The fear of getting stale has many businesses looking at freshening up their brand—a process that requires much more than a simple logo redesign or new tagline, according to Trini Amador, mana...

How To Protect Your Small Business

Your small business is humming along smoothly, providing a service or product that’s keeping your bottom line—and your customers—happy. Suddenly, a serious issue arises with an emp...

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