In the midst of any merger, it can be hard to see past the near term. Changes to organizational structure, culture, and roles and responsibilities are at the forefront of everyone’s minds. Read more…
3 Life Lessons I Learned in Uganda
A new year brings with it a time of reflection. It’s a great time to think about the past year: its successes and failures, its turning points and its moments of great joy. It’s also a time to use the experiences from the previous year to help shape your approach to the new year. Read more…
Stand up to Scammers with These 6 Steps
Most of us know how to avoid obvious email scams, such as that "friend" who is trapped penniless abroad and needs you to "wire money immediately," to strange companies asking you to verify person information. But, as hackers become both more polished and nefarious in their scamming attempts, it's Read more…
What's the Biggest Mistake Investors Make?
Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…
Summary: 5 Steps to Financial Wellness
Women's Initiative founder Sara Gelsheimer shares her personal experience with giving. We strive for wellness across all aspects of our life. We take the steps necessary to be well: we eat healthier, we take the stairs – not the elevator, sometimes, and we even take time to focus on ourselves. All Read more…
3 Financial Truths for Your College-Bound Student
The day your child leaves for college, she also leaves the “Bank of Mom and Dad” safety net. Fortunately, you’ve spent the last 18 years loving, educating and training her to be financially independent and survive on her own … right? Read more…
