Investment Management

Three traits of successful financial planning team.

What March Madness Can Teach Us About Your Financial Planning

Which “Cinderella” team are you rooting for in this year’s March Madness? Everyone enjoys a good underdog story, but the history of the Big Dance shows that the clock usually strikes midnight. Division 1 men’s basketball features over 350 schools. However, only 15 teams have won 60 of the 84 National Championship games played since …

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Values

Achieve More in Life and Feel Good About the Results

People frequently overestimate their short-term capabilities while underestimating their long-term capabilities. This proclivity leads to frustration and disappointment, which is why many New Year’s resolutions fail before the end of the year. However, there are effective strategies supported by both values and science that can assist in setting and achieving better goals.  You can create …

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Build a Career to Provide the Greatest Return on Life

A significant portion of Americans reports feeling overworked and burnt out, according to data compiled by TechJury. Almost half of the respondents consider themselves workaholics, while 77% report experiencing career burnout. Additionally, nearly two-thirds of workers lack the work-life balance they need to thrive. For many individuals struggling with work-life balance, it’s essential to recognize …

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Financial Plan For Return On Life.

How can you Earn the Most Return On Life Today and Tomorrow?

The challenges of the last couple of years have filled many people with uncertainty about the present and concern for the future. Often that can create a feeling of stasis when it comes to how we think about our money. But improving Return on Life doesn’t happen in an undefined future. ROL is an ongoing …

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Qualities of social entrepreneur

Social Entrepreneurship Can Increase ROL

Do you want to contribute more than your time and money? Social entrepreneurship enables experienced leaders and ambitious philanthropists to establish businesses and other organizations that address critical issues. Your nonprofit or mission-driven business could grow into a long-lasting institution that has a long-term impact on a cause that is important to you. While some of …

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