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Investment acumen or inside information? (access required)

If you had known, in early 2020, that you might be working from home during a multi-year, global pandemic, would you have bought Zoom Video Communications, Inc. (Zoom)? Zoom had not yet become a household word when, during the first ...

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The importance of female mentorship, leadership, and innovation in banking (access required)

In my 10 years at Tompkins and 35 cumulative years in the banking field, I’ve witnessed the industry undergo several revolutionary changes — the automation of transactions, the evolution of technology, and most recently, the shift to all-virtual routine interactions. ...

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Will 2022 be the year of the vacation home? (access required)

With some COVID-19 restrictions relaxing and others already lifted, the smell of tourism is in the air. Demand for leisure travel is skyrocketing, and the booking pace for travel in the northern hemisphere spring is 49% higher than this time ...

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Making financial decisions: Responding vs. reacting (access required)

Jarrett Felton

“I don’t control life, but I can control how I react to it.” —Macklemore Isn’t life grand? Ok, let’s be honest — life can be pretty amazing. However, it’s no secret we’ve all experienced those times in life where it ...

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Boomerang employees: tips on how to welcome team members home (access required)

Every manager at every level has experienced it — that awful feeling in the pit of your stomach when one of your valued team members walks in and resigns. With today’s “Great Resignation” continuing full force, chances are you’ve experienced ...

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Spring cleaning: Considering program sustainability (access required)

There has never been a better time to consider the sustainability of your program activities and take action to address unsustainable programs. Whether your organization is in an unusually strong financial position because of COVID relief funds or in an ...

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Are you discriminating against employees with caregiving responsibilities? (access required)

As the world enters year three of the COVID-19 pandemic, the Equal Employment Opportunity Commission (“EEOC”) has issued a warning to employers of yet another risk to their businesses: caregiver discrimination claims. It is no surprise that the pandemic has ...

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A simple game for investors: How would you play? (access required)

Some years ago, financial author and advisor, Bill Schultheis, devised a simple game to illustrate the difficulty faced by investors who try to outguess the stock market and the utility of knowing the odds of success. The game called “Outfoxing ...

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