Buzzwords: Funnel

Are you a customer that has fallen out of the funnel?

“If I have to use the word ‘funnel’ one more time today, I might die. #buzzwords” — @abhinemani

Posted on Twitter by Sacramento’s Chief Innovation Officer, Abhi Nemani, on Aug. 22, this was the tweet heard ‘round the Comstock’s office. It kicked off a lengthy debate among our staff about what “funnel” actually meant.

Oct 12, 2016 Robin Epley

After the Fact

Six years after his long-time accountant was sent to prison for fraud, one client looks for answers

Bill Murray (not that one) was at the top of his game, so to speak, until an epic fall from grace. In December 2009, the 54-year-old tax accountant was charged with defrauding more than 50 clients of his Sacramento firm, Murray & Young Accountancy, out of more than $13.3 million. He subsequently pleaded guilty and was sentenced to 19.5 years in federal prison. The saga played out like a reality TV crime drama, from beginning to end.

Jul 26, 2016 Stuart Greenbaum

How to Vet a Financial Advisor

You’ll make a handful of major decisions in life. One of those is selecting the professional who will manage your savings and handle your investments. This choice will impact everything in your life, including sending your child to college, buying a house and living comfortably in retirement. Here are seven criteria for vetting a financial or investment professional:

Jul 26, 2016 Sena Christian
Kate Towson of Women's Empowerment reacts to winning the $10,000 Judges Award at SVP's Fast Pitch, an event that rewards nonprofits with a plan.

More Than A Feeling

In the quest for funding, charitable organizations need more than a mission — they need a plan

For more and more investors and would-be funders, nonprofits need to have more than a worthy cause and a compelling mission: They need a plan. Specifically, they’re now being asked to showcase the same mindset that’s required of for-profit organizations, meaning that spreadsheets, metrics and core competencies can matter just as much as pulling the heartstrings.   

Apr 12, 2016 Jeff Wilser
(Shutterstock)

Opinion: A $15 Wage Works in Parts of California, Not All

California has reached a deal to raise its statewide minimum wage to $15 an hour. This would certainly be a breathtakingly broad political experiment. The question is whether it will turn into a breathtaking disaster.

Apr 1, 2016 Megan McArdle

New Spenders

As millenials climb into their highest spending years, financial institutions must go digital to catch their coveted dollars

Ann Thompson, a regional sales executive for Bank of America, knows that the surest route into the hearts and minds of millennials is through their hands — not hand-holding, but talking to them through technology. “They want to be self-served and want things convenient,” Thompson says. “So, we have to reach them through that thing they hold in their hands, a smartphone.”

Mar 29, 2016 Bill Sessa
(Design by Sara Bogovich; elements from Shutterstock)

7 Killer Financial Management Apps

Thanks to a growing pool of financial apps, we can now review our budgets, tweak our investments and work toward retirement — all while waiting in line for a coffee.

Mar 24, 2016 Jeff Wilser