Information that is good to know

We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.

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A winning benefits package can set your business apart
Offering prospective employees the right benefits can help boost your firm’s appeal.
Business Ownership
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Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Read
Sharing something of significance
Create a legacy that passes on so much more than money.
Estate & Giving
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Clear sentiment on interest rate direction
1/16/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Market performance in a presidential election year
1/11/2024
Managing Director, Washington Policy Analyst Ed Mills provides an update on his team's 2024 election outlook and other key issues Washington D.C. will tackle.
Markets & Investing
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Create a workspace that energizes
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Technology & Innovation

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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