Determining Your Business Core Values

on June 11, 2019 |By Jarrod Musick | Business Owners
In my last article, What Are Your Core Principles?, we offered some guidelines for defining your personal values. Now, let's dive into determining your business core values!   The values for your business may line up close to those on your personal list. The reason we have to begin the process again is that unless you are a solopreneur, there are other stakeholders who need to be considered.  
Read More

What Are Your Core Principles?

on June 11, 2019 |By Jarrod Musick | Business Owners
Benjamin Franklin had a lifelong practice for personal improvement that centered on his thirteen core principles. He called them his thirteen virtues and you can do a quick google to find his list. He evaluated himself against these personal ideals systematically, seeking not overnight successes but incremental improvement. His practice was to score himself every day in each of the thirteen areas and also have an area of emphasis each week. By focusing individually for brief periods he was able to see gradual improvement across each of his values over many years.  
Read More

Planning for Tragedy

on June 04, 2019 |By Steve Musick | Retirement Planning
Very early in the morning on a recent day, a client in another part of the country called. As I picked up she quickly said “I could not wake him up this morning. The ambulance just left for the hospital. Wanted you to know. Gotta go!”
Read More

Tariffs & Trade Tensions

on May 21, 2019 |By Tim Doyle | Economics Announcements
On May 10th, trade tensions between the United States and China escalated with the US raising tariffs from 10% to 25% on $200 billion worth of Chinese goods. The current administration is also contemplating tariffs on all Chinese imports ($540 billion). China retaliated by announcing plans to impose tariffs on $60 billion worth of American products.  
Read More

A Better Way to Plan for Retirement

on May 15, 2019 |By Steve Musick | Retirement Planning
One of the benefits of being in this profession for over thirty years is that we have seen broadly held industry assumptions about investments, rates of return, and strategies change dramatically over time. Our conservative assumptions about long term rates of return are built on our team expecting that the zeitgeist is probably wrong and the actual results are likely to be very different several decades into the future.
Read More