“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 ...

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 ...

As a small business owner and leader, it’s likely there’s some intersection between how you’re setting up a legacy and protecting your business and how you can wisely manage your personal finances, including income tax planning, risk management, retirement planning and estate planning.

“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 ...

The business owner needs to have a great relationship with two or more financial sources so they get to evaluate various options and aren’t limited to just one solution which may not be the best solution for their current situation.

I still believe it to be relatively impolite to discuss the 2020 election in mixed company, so I won’t. But didn’t I just already mention…? I won’t.

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?

The past year has led to more changes than anyone could have anticipated. While the banking industry had already been making moves toward technological innovation, the pandemic significantly sped up that trend.

Often a brand can outlive its actual company. People will still remember it long after it’s off the shelves. Brim coffee, Underalls pantyhose and Eagle Snacks come to mind. But what of the opposite? What brands have been largely dismissed as gone but actually live on? Here are a few that might surprise you. Blackberry ...

The federal Paycheck Protection Program (PPP) application deadline has been extended to May 31, offering small businesses another opportunity to secure critical funds to curb the economic ripple effects of the pandemic.

While many industries have suffered under the pandemic, the demand to develop warehouses and distribution centers has skyrocketed. The global supply chain has changed dramatically to accommodate shifts in consumer behavior.

Certain COVID impacts, such as wearing masks, keeping a six-foot physical distance from others and remote learning, may be with us a while longer but on a temporary basis. However, the impact of COVID on warehousing and distribution is going to have long and lasting effects throughout the world.

Question for JD: I am a new CEO that has recently been elevated from the President’s position as the former CEO retired. Two members of my team are not performing well and have not been performing well for some time. How should I address this issue?

Inflation is much like the tooth fairy, whether you believe in it or not it will eventually sneak up on you and steal something from you.