Brett Reck

The Basics of Investment Portfolio Management

The first step in strategic investment portfolio management is defining investment objectives. Whether it’s saving for retirement, funding a child’s education, or growing wealth over the long term, having clear and achievable investment goals is essential. SMART objectives help you stay focused and track your progress along the way. SMART stands for Specific, Measurable, Achievable, […]

Active vs. Passive Investing: Which Is Right for You?

When it comes to managing your investments, one big decision you’ll need to make is whether to take an active or passive approach. But what do these terms really mean, and how do you know which one is best for you? Let’s break it down in simple terms. Active Management Active management involves hands-on management […]

LGBTQ+ Inclusion in Finance: Driving Positive Change in Corporate Culture

LGBTQ+ Inclusion in Finance

In recent years, the finance industry has made significant strides in fostering LGBTQ+ inclusion and diversity within corporate cultures. Recognizing the importance of creating inclusive environments where all employees feel valued and respected, financial institutions are implementing policies and initiatives aimed at driving positive change and promoting equality. This article explores the importance of LGBTQ+ […]

Fishing for Success: Applying Leadership Lessons from the River to the Workplace


Fishing is not just a recreational activity; it can also serve as a metaphor for leadership and success in the corporate world. In this article, we explore how the principles and strategies employed by anglers can be applied to leadership roles in the boardroom, driving positive outcomes and fostering a culture of success. The Art […]