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Managing Holiday Vacation Requests in a Small Business

It’s the end of the year, and you are looking forward to holiday meals spent with family and close out another year at your business. Some business owners dread this time of year, overwhelmed by how much still needs to be done and unsure how it will all happen. Others look forward to it in […]

#healthy work environment#holiday scheduling#vacation requests

Written by prositesfinancialAug 6 • 4 minute read

Asset Allocation Basics for New Investors

You can think of Asset Allocation like slicing up a pie. The pie is your investment portfolio, and the slices are made up of different forms of investments such as cash and various securities. These might include such investments as stocks, bonds, mutual funds, ETFs, REITs, private equity, and cash equivalents. The idea here is […]

#asset allocation#personal investments#portfolio division

Written by prositesfinancialAug 6 • 5 minute read

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