Breaking Up Is Hell. Especially With Your Financial Adviser

At first everything’s great. You talk all the time, set life goals together, exchange notes. One day you notice the conversations have gotten shorter, the notes less frequent. Calls go unanswered. Maybe you two aren’t such a great fit after all. The problem is, this person manages your life savings. 

Mar 17, 2016 Suzanne Woolley
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Flipping Gift Cards

Through cloud-based software, GiftCardBin turns consumers’ trash to treasure

When it comes to gift-giving, you can’t go wrong with a gift card, right? Well, not exactly. Research shows that more than $1 billion in gift cards go unredeemed. Based in West Sacramento, GiftCardBin has been banking on that stat since 2008, buying and selling gift cards that might otherwise go to waste. (Like the $25 Starbucks card you probably have in your wallet right now.)

Feb 24, 2016 Russell Nichols

Send in the Crowd

Equity crowdfunding offers small investors a slice of the pie, but will they take a giant hit?

Pauline Marx, 63, had been a pretty conventional investor in stocks and bonds until April 2014. But to her, the rock-bottom interest rates on fixed-income tools like Treasury bills and CDs felt like stuffing money under the mattress.Then a friend told her about Fundrise, a website that lets investors buy small shares of real estate ventures around the country.

Nov 24, 2015 Steven Yoder
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10 Year-End Tax Strategies

Important tax legislation that becomes retroactive to the beginning of the year is often not finalized until late in the year. Obviously, this leaves very little wiggle room for tax planning. To get ahead in your preparations, there are things you can think about or do now, to avoid a rush come December.

Nov 9, 2015 Lauren Anderson

Strictly Professional

For the next generation, family-business survival rests squarely on formalized governance

There’s an old saying about family businesses: Shirtsleeves to shirtsleeves in three generations. Grandpa hustles and creates the business,Dad takes the baton and then Junior goes down with the ship. According to the Family Firm Institute, just 30 percent of family businesses survive into their second generation, and only 10 percent make it to their third. Why do these firms fail?

Sep 22, 2015 Jeff Wilser