Stop evaluating email one campaign at a time. Review your email ecosystem to decide which programs still deserve your time, budget, and attention. By Jeanne Jennings Published on July 16, 2026 For most of my consulting career, email audits followed a fairly predictable pattern. I’d review a client’s email program and look … Continue reading Your email program is overdue for a portfolio review
Learn the four questions that reveal whether your AI efforts are creating lasting value or simply generating activity. By Talisha Padgett Published on June 10, 2026 If you’re reviewing a year of AI activity and still feel like nothing meaningful changed, you’re not alone. Many companies are measuring activity rather than building a strategy. … Continue reading Your AI portfolio isn’t an AI strategy
January 21, 2026 4 strategies for building a ‘good enough’ financial plan and portfolio span>span]:whitespace-nowrap”>I’m a classic satisficer: I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully analyzing almost every choice, whether it’s a new sofa or a cup of coffee. If you want to make … Continue reading 4 strategies for building a ‘good enough’ financial plan and portfolio
Asset Allocation in an Online World: Building a Diversified Portfolio Due / Nov 8, 2023 Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven and hyperconnected world provides approaches beyond traditional asset allocation. In the digital age, new tools and platforms offer investors unprecedented opportunities. Through greater access and information availability, investing has … Continue reading Asset Allocation in an Online World: Building a Diversified Portfolio
By Yasmin Gagne November 05, 2023 After John Furner, president and CEO of Walmart U.S., told Bloomberg in October that GLP-1s, a class of medications prescribed for weight loss—which include Ozempic, Mounjaro, and Wegovy—are changing how shoppers behave, resulting in their buying slightly less food, shares for Mondelez (maker of Oreo), PepsiCo, and Hershey’s … Continue reading Ozempic is not going to slim down your stock portfolio (yet)
Alejandro Arrieche Last updated: 21 April 2022 America’s top investment bank – Goldman Sachs – and one of the largest exchanges of crypto derivatives – FTX – reportedly engaged in discussions to collaborate to offer new services to customers within the United States while eyeing the potential public listing of the firm founded by Sam … Continue reading Goldman to Collaborate with FTX to Expand Portfolio of Crypto Services
3 Natural Gas Stocks to Buy Now to Power Up Your Portfolio InvestorPlace / 05 Apr 2022 Natural gas markets are under increasing stress in Europe after the Russian invasion of Ukraine. For now, the American gas market is marginally affected. These tensions have raised Europe’s awareness on securing alternative sources of gas supply, even … Continue reading 3 Natural Gas Stocks to Buy Now to Power Up Your Portfolio
Chanakya Kyatham April 29, 2021 If you want to make money work for you, you must invest from time to time. But keeping track of investment accounts is not an easy task. Between your health savings account, individual retirement plan, employer’s 401(k) plan, and taxable investment accounts, you could end up managing multiple investment portfolios. … Continue reading 7 Best Portfolio Management Software For All Investors
Susan Gilbert November 4, 2020 Today I have some website resources to help you improve your online portfolio. If you are an entrepreneur or own a small business then it is important to have a professional quality online portfolio. Sometimes a full website development package is just not in the budget. Thankfully there are shared … Continue reading Give Your Brand a Boost with 4 Online Portfolio Website Tools
Sara Gelsheimer — June 9, 2020 stevepb / Pixabay When events such as COVID-19 occur, investors often feel at the mercy of wildly fluctuating portfolios. Investing in the market involves risk — your portfolio will go down. And according to the math of percentages, the more significant your losses, the more returns you’ll need to … Continue reading Tax Reduction Strategies to Help Your Portfolio During a Crisis
