By Stewart Koesten Here is an abbreviated model of a Risk Management Process: Let’s look at a couple of example hazards we could apply this model to as it relates to our personal finances. Let’s start with identifying the hazard as a disabling illness or accident. ...
By Jamie Bosse Our emotions play a big role in our decision making, whether we realize it or not. We like to think that the choices we make are the result of a thoughtful, rational evaluation of the available options. In reality, we are emotional creatures who...
By Joni Lndquist Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries...
By Jamie Bosse It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day? Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to...
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