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Perspectives

So, how do we get back to the office?

“I’m fully vaccinated. Can I come and see you in person?”   After more than a year of working remotely and seeing clients over Zoom, these requests are starting to come in. Now that COVID is winding down and restrictions are relaxing, organizations and companies have to figure out how to go back. And the really big question ...

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Retirement plan fees: are you on the right track?

Summer is not only time for cookouts and beach days, but as business owners and leaders, it’s also time for retirement plan reviews. These review conversations should include discussions of fees – something that may seem easy to brush off as standard and mostly static, but in fact, closely examining the fees makes a difference ...

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How do we get back to the office?

“I’m fully vaccinated. Can I come and see you in person?” After more than a year of working remotely and seeing clients over Zoom, these requests are starting to come in. Now that COVID is winding down and restrictions are relaxing, organizations and companies have to figure out how to go back. And the really ...

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Do your homework before mixing business with politics

As if you don’t have enough to think about while trying to lead your business to success, or today perhaps even survival, now you have a new area of concern. Should your business weigh in on controversial political issues? How do you respond to pressure from employees, customers, or activists? If you are going to weigh in, how should you choose to use your influence?

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