Correction vs Bear Market vs Recession: What’s the Difference?
A market correction, bear market, and recession are not the same thing. Learn how to spot the differences and financially prepare for all three.
What the Bible Says About Money: 4 Lifelong Best Practices
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
6 Wealth Management Essentials for Every Business Owner
As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6 essential wealth management tips.
Estate Tax Planning Strategies: Everything You Need to Know
Do you need to be thinking about estate tax planning strategies? Learn about the estate tax and who it impacts as well as other taxes that might affect your estate.
What is a Donor-Advised Fund? Tips to Give Smarter.
What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking for and so much more in our latest financial article.
Investing With Purpose: How Faith-Based Investing Works
Faith-based investing is a strategy for investing in opportunities that align with your spiritual beliefs. Here’s what you need to know to get started.
What is a Buy-Sell Agreement? | A Guide for Business Owners
If you’re a business owner, a buy-sell agreement is essential for protecting your financial interests. Here’s what you need to know to get started.
The Profound Impact of Generosity and Volunteerism in Adaptive Athletics With Jon Brideau
A friend of mine, who is also a financial advisor, used to tell his clients: “there will be days like today where you want to drive by my house and throw a brick through the window. If you do, just be sure to attach a check to it.”
Beyond Money: The Ripple Effect of Generosity with Angela Zimmann
Beyond Money: The Ripple Effect of Generosity with Angela Zimmann In this episode of You Can’t Take it With You, Angela Zimmann, Vice President of Institutional Advancement at Wilson College, joins Jim Dunlop to discuss the expansive nature of generosity. They discuss Angela’s journey from industrial engineering to philanthropy, the transformative power of generosity in […]
Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora
In this episode of You Can’t Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers. The […]
