Sustainable Investing Vocab 101
February 23, 2018
The New 20% Pass-Through Tax Deduction
The New 20% Pass-Through Tax Deduction: An Advisor’s Guide
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February 23, 2018
Highlighting Tax Law Changes Abbreviated
The “Tax Cuts and Jobs Act,” a 1,097-page bill, should provide a boost to the U.S. economy and bring relief to many taxpayers. However, not everyone will benefit. In this post, I will highlight a few of the changes and discuss its potential impact.
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March 9, 2017
Financial Education Quick Hits: January & February
We value financial education and understanding at The ROI Group. We want you to know how to save and grow your money. Each week, we share financial information, tips, and news to help individuals, families, and business owners reach their goals. Below is a list of articles we shared on social media and with our clients […]
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November 16, 2016
Financial Risk Tolerance: How to Determine Yours and What it Means
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
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October 19, 2016
Trump vs. Clinton: Who is Better for Businesses?
DISCLAIMER: This post is not endorsing any candidate for the office of the President of the United States of America. Sorry, no juicy antagonism here. We know, that’s pretty boring. But with all the mudslinging this election season we’ve decided to try to dig into some actual facts for our friends, partners, blog readers, and fellow […]
August 15, 2016
Business Resources Available Through The ROI Group
If you’ve read about The ROI Group and our leadership, you know that our focus is on education and collaboration. As part of our mission to share our 30 years of business experience with owners of startups, growing and mature companies, and family-owned businesses, we have developed multiple resources outlining tips, tricks, challenges, and solutions […]
July 15, 2016
Simon Sinek: “People Don’t Buy What You Do, They Buy Why You Do It”
As business-minded professionals, we love talking shop with other business leaders every day to understand what makes them tick. We’re also in the habit of sitting in on webinars, reading articles and blogs, and watching videos so that we can continue learn about what makes companies and organizations successful. We wanted to share a video […]
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June 16, 2016
Why We Started The ROI Group
If you’ve ever sat down with a financial planning adviser, life insurance salesman, or business consultant, you’ll know where we’re coming from – and why we launched The ROI Group for individuals, families, and businesses. While we personally know and have worked with many honest, hard-working, talented professionals in each of these business categories, we’ve […]