Michael desired to cash in on some of his gains in his stock portfolio. But if he did, he knew selling stock would trigger significant tax consequences. Michael usually makes a significant cash contribution to UBN at year end, so he decided shrewdly to combine the two transactions by gifting stock instead. The result was ...

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Peter Mallouk, founder of Creative Planning, shared, at an event I recently attended, a lesson he learned about maintaining a strong corporate culture. Peter used to exhaust every option for keeping a troublesome employee. That is until a team of employees approached Peter about a problem employee. Peter had refused to fire this troubling employee, ...

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In 2018, the Supreme Court ruled that states could install legal online gambling. Since that time, legal sports gambling has grown from one state to 38 states, and from $440 million to over $13 billion in revenue. With that much money involved, and the unsavory characters gambling attracts, the recent NBA gambling scandal shouldn’t be ...

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The Giving Tuesday concept was launched in 2012 by Henry Timms of the 92nd Street Y in New York City and the United Nations Foundation. Timms desired to change the narrative from the consumerism that came with Black Friday and Cyber Monday to generosity. The result is an international movement of organizations leveraging Giving Tuesday ...

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Every year Gallop conducts a poll asking people how much they trust a variety of institutions. Many of our institutions like Congress, the press, and even the church, rank very low in how much the American public trusts them. A bright spot, however, relates to Small Business. For 2025, Gallop found that a record ...

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Business leaders prefer stability rather than uncertainty and chaos. It’s hard to make good decisions when the marketplace is changing rapidly. We started this year with prices in turmoil due to tariff increases; then the tariff rules constantly changed. Further, many employees have been impacted by new immigration policies. These changes can shake-up businesses significantly. ...

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On paper, the company’s decision to separate related functions into two separate divisions seemed like a good way to encourage healthy competition and accountability. In reality, the leaders of both divisions quickly lost focus on customers and instead fixated on how to outshine each other. Proverbs 4:25-27 reminds us to stay focused: “Let your eyes ...

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A Washington Times article by wealth manager, David Bahnsen, contends that much of the faith at work movement has focused on encouraging Christians to simply “get promoted and avoid sinful behavior on the job.” Mr. Bahnsen believes the next phase of this movement needs to focus on transforming industries by thoughtfully applying a deeper Christian ...

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