A common misperception is that data thieves are shady hackers striving to access data from distant locations. Some security threats fall into this category, but often theft involving companies happens closer to home—sometimes within your office.
Below is a list of tips for protecting your firm's most valuable assets...(Read More)
Schwab’s Tim Oden sat down recently and responded to questions from some of our Twitter followers about advisors making the move to the RIA model. For those of you who sent in questions, thank you for participating. For those who didn’t have a chance to send us a question, we thought it would be helpful to recap some of the major themes...(Read More)
Gus Franke has already retired once, after a 20-year Army career took him around the world and back.
But Gus went from the military straight into a second career, running his own flag and banner business. In work and in life, he has a true partnership with wife Betty, who handles the books while Gus takes care of the clients. And with an Internet-based business, they have the flexibility to work from home.
Now, Gus and Betty are preparing to retire for a second time by turning the business over to their daughter.
It's a common comparison: Investing is a marathon, not a sprint. But for avid runner Kirk Larson, life imitates metaphor.
“Investing probably is a marathon for me, even though I don't run marathons,” he said. “Both in terms of my running and in terms of investing, I do sort of take a long view of it.”
Safety is Job 1 for the San Francisco Bar Pilots. I learned that before I ever set foot on their tugboat.
Picture this: You're wearing a neon-orange “float coat” zipped up to your chin, with a carabiner roughly the size of a hubcap clipped in front. And the metal isn't just for bling. If you happen to fall overboard, the pilots will hook that carabiner like a marlin and reel you back in. That's comforting.
Following my interview with music producer Khao Cates, I thought it would be fun to ask Syretha Shirley a few questions about her experience making the music video “Time is Money” and why the Money Matters: Make It Count program and overall experience of being a member of the Boys & Girls Club of Las Vegas have been so important to her...(Read More)
First a Facebook page, then Twitter handles, then a corporate blog, what’s next? We spend a fair amount of time thinking about what our firm can and should do in the social media realm in order to serve our clients, build new relationships, and share news and insights. One tactic we’ve been employing of late is to increase the number and types of video content that we produce and distribute through our social channels...(Read More)
Jamie Wulf propped baby Ashlyn on her left hip as she bustled around the kitchen, preparing for the nightly routine of “Daddy’s home,” followed by dinner.
Over the past year, Jamie and her husband Nathan have learned new ways to balance work, home life and finances. But before their first child came along, this thirty-something couple enjoyed running, hiking and “anything outdoors.”
The equity markets have had a pretty strong run to start the year, and while that’s a nice change, investors shouldn’t assume they can now place their portfolios on autopilot or stray from their long-term investment strategy. In fact, whenever the market experiences significant positive (or negative) moves, we encourage people to take action in several ways...(Read More)
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