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Advisory Articles

 

Managing Your Business through a Crisis: 6 Steps to Success

Managing Your Business through a Crisis: 6 Steps to Success

Posted by Douglas Sosnowski on March 19, 2020

It's always important to remember that no matter what type of crisis you may face, the technology is in place to make the news public within minutes. Is your company prepared?

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House Updates Aid Package to Help Individuals Affected by COVID-19

House Updates Aid Package to Help Individuals Affected by COVID-19

Posted by Mark Janulewicz on March 18, 2020

This article summarizes the leave provisions contained in the bill passed by the House on March 16, 2020. The Senate is expected to make significant changes to the bill, which may expand the provisions described below to more employers.

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Business Interruption Claims Require Professional Help

Business Interruption Claims Require Professional Help

Posted by Louis Cercone Jr. on March 18, 2020

Smart company owners and executives obtain business interruption insurance—and possibly contingent business income coverage if the operation relies heavily on outsourcing or a particular supplier. The idea is that the policy will compensate the company for lost earnings if a devastating event forces it to temporarily close down.

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Are Your Business Insurance Bases Covered?

Are Your Business Insurance Bases Covered?

Posted by William Allen on March 18, 2020

Insurance can be complicated, and reading every word of an insurance contract could leave you comatose. That's where the expertise of insurance professionals comes into play. A seasoned advisor who understands the risk profile of your business will be invaluable. 

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Top Cybersecurity Recommendations Amid COVID-19

Top Cybersecurity Recommendations Amid COVID-19

Posted by Jill Johnson on March 17, 2020

Realizing that 40% or more of cyber vulnerabilities are directly linked to employee behavior, per Gartner’s latest studies, it is vital that organizations focus more on their employees via cybersecurity awareness, education, training, and use of simulations to create a stronger human firewall to protect their vital digital assets.

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Coronavirus Strikes Nonprofits in More Ways than One

Coronavirus Strikes Nonprofits in More Ways than One

Posted by Donna Gonser on March 16, 2020

While this situation is evolving daily, here are some of the key goals nonprofits should prioritize when considering their response to COVID-19.

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March 2020 Market and Economy Update

March 2020 Market and Economy Update

Posted by David Schlein on March 13, 2020

This March video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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Six Degrees of Major Gift Fundraising

Six Degrees of Major Gift Fundraising

Posted by Jonathan Urban on March 11, 2020

Making the most of one’s network connections can mean a key introduction can lead to fulfilling personal and professional goals. The game ‘six degrees of separation from Kevin Bacon’ might seem frivolous but it does serve to illustrate that our connections to people of influence are closer than we might think.

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Coronavirus Update: Stock Selloff might be Exaggerated; Economic Impact Still Unclear, Fear Remains

Coronavirus Update: Stock Selloff might be Exaggerated; Economic Impact Still Unclear, Fear Remains

Posted by David Schlein on March 04, 2020

Concern remains elevated about the coronavirus behind an epidemic in China and other countries. On Friday, Feb. 28, the World Health Organization raised the global risk for the new virus from “high” to “very high,” and markets sent a clear message: investors fear the spillover effects of the coronavirus.

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Decanting May Allow Trustees to Fix a Damaged Trust

Decanting May Allow Trustees to Fix a Damaged Trust

Posted by Robert Ingrasci on February 28, 2020

Through a process known as decanting, many irrevocable trusts that have become ineffective or obsolete due to changing tax laws or family circumstances may be “fixed.” However, a trust's terms and state laws determine the degree to which a trustee can alter the original trust document.

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