- Matthew D. Edward
Financial Planning: Understanding Millennials and Boomers
Millennial investors face an uphill battle both in acquiring assets and finding the right advisor to guide them.
- Matthew D. Edward
Estate Planning and Digital Assets
Mishaps can sweep away digital assets, destroying sentimental photographs or videos in a blink the same way a natural disaster can wipe away years of memories.
Since the term “employee engagement” was coined nearly three decades ago, survey after survey has found the majority of workers just aren’t that into their job or employer.
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Jul 06, 00:59 am
Financial Planning: Understanding Millennials and Boomers
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May 10, 12:41 pm
Estate Planning and Digital Assets
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Mar 14, 08:14 am
Improve Employee Engagement to Help Bottom Line
Problems with the emotional health of employees is costing employers up to $500 billion per year. As a result, the global wellness market is growing nearly twice as fast as the global
- Jude Scinta
Liza Anderson PR Powerhouse: Moving The Needle
Sometimes the less people say, the more we learn about them. Liza Anderson, founder of Los Angeles-based Anderson Group Public Relations is one of those people.
- Matthew D. Edward
Working remotely? What you need to know
New research shows that open-plan offices often likely fail to produce the collaborative efforts they were intended to, and many workers might benefit from quieter, more comfortable
- Amy Armstrong
Honest discussions build relationships
The expertise to navigate the sometimes uncomfortable discussions of how finances intersect with real life is one that all financial advisors ought to have –
- Jane Meggitt
A Game Plan for Retirement Income
Guide to Surviving a Flawed System and Retiring with Confidence
- Amy Armstrong
Education Eases Tax Preparation Stress
Now that the 2017 tax season has come to a close, there’s good news for preparing your taxes next year – it doesn’t have to be stressful process! It’s possible to have a less worrisome tax
- Matthew D. Edward
Cultural Knowledge Key in Attracting Hispanic Investors
America’s rapidly growing Hispanic population remains underserved by financial professionals who either fail to realize or lack the ability to successfully capitalize on that market’s increasing
- Amy Armstrong
Individual Client Focus Key to Sound Financial Planning
Recent client surveys aimed at assessing financial advisor performance conducted by J.D. Power and Associates and Natixis reported that “not listening” topped the list of client criticisms.
Famed motivational speaker and author Zig Ziglar is often quoted as saying, “You will get all you want in life, if you help enough other people get what they want.”
- Audrey Epstein
Five Actions to Take When You Hear, “I Don’t Trust You”
Talking about trust is tough in business. When a colleague tells you, “I don’t trust you” your first instinct is probably to react defensively or aggressively, and rarely with curiosity and an
Most clients of Nfocus Financial Partners are corporate executives working in Finance and the Technology Sector and they appreciate the advantage of working with an
Many financial planners hold negative views of robo-advisors and similarly impersonal methods of investing. That’s not true of Jon C. Mommaerts, a Certified Financial Planner® and president of
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