◀ The Principal Blog

10 things I’d tell my younger self about finances



Thirty-one years ago this month I graduated from the University of Northern Iowa (Go Panthers!!!). As I reflect on over three decades in financial services I can’t help but think about what I would tell my younger self given what I know now (and what I tell my kids). Ten things that come to mind…

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Elections and ESOPs



Can you hear it?  The silence is deafening.  The midterm elections are done and gone and we are in a brief lull before the next presidential race starts in earnest.  If you pay attention to media, you would think lately there is little we can agree on as a country – vote for this person,…

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