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    Management Decisions - New Consumer Protection Laws...But Investors Beware
by Les Szarka and Tim Muma - May, 2016
While a certain regulations may be created to protect people, it can create other potential problems for those who aren't aware of all the details. A recent change could have that exact effect, and investors need to be cautious. Les Szarka, founder, co-owner and CEO of Szarka Financial, talks with Tim Muma about the ins and outs of the new rule. Though it certainly is a benefit to investors and their best interests, Les explai...
 
    Management Decisions - A New Kind of Capitalism, Necessary in a Global Economy
by Bruce Piasecki and Tim Muma - Apr, 2016
The evolution of business and the economy continues to force organizations to adapt in different ways to remain successful and thrive. Dr. Bruce Piasecki, president and founder of AHC Group, Inc., discusses the idea of social response capitalism as the future of capitalism. He describes to Tim Muma the key components of this movement and the importance of a new perception in a truly global economy. Bruce also draws points from...
 
    Management Decisions - Investors' Challenging Decisions in an Ugly Market
by Les Szarka and Tim Muma - Feb, 2016
No one said that investing in the market would be easy, and recently new concerns have risen to cause investors to take note. Les Szarka, founder, co-owner and CEO of Szarka Financial, talks to Tim Muma about the factors impacting the various financial markets. He also gives us his experienced perspective on how you should respond, what may impact your decision-making, and how long we might have to wait out the ugly side of th...
 
    Employment Notebook - The Impact of Procrastinating With Your Retirement Planning
by Rick Martin and Tim Muma - Aug, 2015
Many people put off retirement planning until they see the horizon, which often puts them in a bad spot when the time comes to leave the workforce. Rick Martin, senior financial planner for Szarka Financial, breaks down the ways that delaying your retirement planning can harm you down the road. He explains to Tim Muma how each year of waiting decreases value and increases the chances you'll need to work well past retirement ag...
 
  How SMBs Set Financial Direction
by Alexandra Levit - May, 2016
A recent study, The Principal Financial Well-Being Index, found that business owners generally have positive vibes about where they stand financially. Almost half are optimistic about the 2016 economy—and with good reason. Sixty-four percent feel their financials have improved significantly or somewhat from last year, and 74 percent have built a surplus of cash. I asked three small-business owners—Sarah Jacoby, owner of dan...
 
  How To Write A CFO Resume That Reflects Your Leadership Brand
by Laura Smith-Proulx - Nov, 2015
Pursuing your next step up the career ladder as CFO or Controller? Your CFO resume must connect the dots from tactical details, such as financial reporting or systems, to strategic advisor and CEO partner. By showing examples of strategic decision-making and forecasting, IT oversight, performance recommendations, and Board influence, your CFO resume will position you to compete against other contenders for a C-suite role...
 
  Building Business Within a Community
by Alexandra Levit - Nov, 2015
The seeds of community can be critical when it comes to choosing a location for a new brick-and-mortar business, and small-business owners are likely to rely on personal connections to develop and sustain a strong customer base. Local ownership and even word of mouth, however, only go so far. Physical businesses should continually remind the community of their existence and engage in community outreach to help ensure a pipe...
 
  5 Healthy Snacks to Take to Work
by Mary G. White - Sep, 2015
The food that you eat during the workday can have a significant impact on how you feel and how effectively you are able to perform. It’s definitely important to take a lunch break, and there are plenty of great ideas for healthy lunches you can take to work that can keep you from having to eat in restaurants too often. It’s also a good idea, though, to keep some healthy snacks on hand – either in your desk or in your office re...
 
  Hedge Fund Hiring on the Rise
by Barbara Safani - Apr, 2011
According to a recent survey of 313 hedge funds conducted by accounting and consultancy firm Rothstein Kass, 75 percent of respondents expect more funds to launch this year and 60 percent expect fewer closures. The survey suggests that due to increasing allocations from institutional investors, as well as a more stable economic environment, hedge fund managers report the highest level of optimism recorded since the financi...
 
  Why People Want Independent Financial Advisors
by Douglas Bolter - Jun, 2010
Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, who provides personalized financial consulting for each client. That search often leads them to a fee-based or fee-only financial advisor or a Registered Investment Advisor. A pleasant alternative...
 
  Continuing Education Requirements: Plan Ahead to Avoid the Last Minute Rush!
by Mary Gormandy White - Jul, 2007
Have you completed your continuing education requirements yet this year? If you have, congratulations on planning ahead! If not, now is the time to start looking for classes so that you don’t find yourself scrambling for hours at the last minute. Waiting until the last minute to take care of mandatory CE can be very stressful and counterproductive. If you work in a field that requires continuing education credits in or...
 
  Making the Financial Transition from Student to Professional
by Kathy Bornheimer - Jun, 2005
Obtaining that first professional job and keeping your debt low This concept contains two main areas: Obtaining a good job with a compensation package that reflects your worth. Keeping your debt low while still in school and establishing good financial management habits.In today’s world of education and continuing education the trend of the “traditional” student is decreasing. More individuals are delaying entry into coll...
 
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