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A guide to charitable giving strategies

The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for…

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Finding advantage in business liquidity

Not all businesses were affected by the economic turmoil of 2020-2021 equally. Some businesses will require careful nurturing to recover. Others saw a drop in expenses, increase in business, or both, and may have more…

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Finding the right financial partner

Owning or running a business is a thrilling but stressful endeavor. Long hours, few peers, and knowing other people’s livelihoods depend on you can cause many sleepless nights. Add in the false expectation that a…

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Is it time to buy commercial real estate?

The coronavirus pandemic has delivered many challenges and changes to businesses and investors. But with change comes opportunity. As commercial real estate (CRE) needs shift and evolve, now may be an ideal time to invest…

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How to attract and retain employees

For business owners, staffing will always be among their top concerns. Will you be able to attract the talent you need? Can you keep the skilled employees you have? The short answer is yes –…

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