As a business owner, you’re well-versed in the art of risk-taking. This entrepreneurial spirit, founded on a deep-rooted belief in yourself, the willingness to invest your hard-earned money, and a relentless commitment of your time, has been key to your journey of creating something that…
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Archives for June 2023
How Technology And Strategic Human Capital Management Help
In this video we sit down with Alexis Knaack, a Human Capital Management Consultant with Paylocity, an online HR and Payroll software company With nearly a decade of experience at Paylocity, Alexis’ passion for people and their well-being shines through her work. Her professional…
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Business Owners Should Have a Valuation of Their Business
As a financial advisor who serves Gen X & Gen Y business owners, I know that many small business owners have a significant portion of their wealth tied up in their business. It is essential for them to properly value their business. However,…
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The Benefits of Diversifying Your Investments as a Gen X & Gen Y Business Owner
Today, we’re focusing on Gen X and Gen Y business owners, discussing the importance of diversifying your investments. As a business owner, your primary concern may be growing your business, but it’s essential to look at the bigger financial picture as well. So, let’s dive…
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