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        1. How CFOs can cut costs using data: BigPanda
          Businesses facing insistent cost pressures are turning to their CFOs to steer them through a highly inflationary environment, with many companies —
        2. Does Your Portfolio Fit Your Retirement Lifestyle?
          Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
        3. How to make an impact with Qualified Charitable Distributions
          How to make an impact with Qualified Charitable Distributions   Helping others is a noble aspiration, and it doesn’t need to be confined to your
        4. 5 Mind-Altering Wealth Strategies for Successful Business Owners
          I’m an entrepreneur and just so happen to be in the business of providing other entrepreneurs with financial advice. But I don’t typically offer up the usual status quo advice that tells you to do things that aren’t always in alignment with growing your business. My views originate from my experiences and at times are
        5. The Role Of Culture In The New Workplace: What CEOs & Senior Leadership Need To Know
          Returning to work.gettyCulture has been a buzz word for HR professionals and leaders for a few years now. But what exactly does building culture mean and why does it matter? In the past year of work colliding with personal life and values, it’s become a major discussion point like never before. This is the question tha
        6. What is inflation and when you should really start worrying about it
          Economists are bracing for the strongest US inflation in decades as the country reopens. Where some expect inflation to be temporary, others fear a dangerous spiral, or "runaway" inflation. Here's what you need to know about inflation, where it stands today, and when you should really start to worry. See more stories o
        7. Customer Retention vs New Customer Acquisition: How Do You Optimize Both?
          Your customer only sees one brand. For them, customer attraction and retention blur together into one ongoing journey. It’s important to keep that perspective in mind as you help customers progress through different teams—from sales to customer success and back again—and through different phases, such as onboarding, ad
        8. How 2-3 years is the danger spot for losing employees, and how company culture impacts retention
          In the American workforce as a whole, only 5-6% of workers are currently in the 2-3 year mark at their current job – a critical period for your
        9. Peer Recognition: An Employee Engagement Secret Weapon
          Virtually everyone who has worked in a traditional workplace environment has participated in the obligatory formal annual review with their manager. Seems reasonable, right? Your manager assesses your performance annually and provides you formal feedback. Oftentimes, this process includes performance feedback, recognit
        10. Counteracting Capital Gains with Tax-Loss Harvesting
          Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you