Tag: Personal Finance
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Professor Aniruddha Pangarkar featured on Wallethub Expert Opinions Section
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Recently, Professor Aniruddha Pangarkar was featured in Wallethub’s Expert Opinions section, regarding the topic of metal credit cards. Here is what he had to say on the topic: Are there any advantages/disadvantages to having a credit card made of metal? In recent times, we have seen that the ubiquitous plastic cards have slowly started getting…
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UW-Green Bay to host John Hope Bryant, founder, chairman and CEO of Operation HOPE, Inc., speaking on Public Service and Financial Wellness
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FOR IMMEDIATE RELEASE: March 14, 2024 The event is sponsored by the Tommy G. Thompson Center on Public Leadership Green Bay, WI – The University of Wisconsin-Green Bay will welcome John Hope Bryant, founder, chairman and chief executive officer of Operation HOPE, Inc. for a free community presentation. Bryant’s presentation is part of the Tommy…
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Watch the Video: Student Riley Siltman talks about the Personal Financial Planning minor
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Finance and Business Analytics major Riley Siltman didn’t know there was a minor in Personal Financial Planning when he first came to UW-Green Bay, but when he learned about it, he found it fit in perfectly with his career goals. The Personal Financial Planning minor isn’t just for people who want a career in financial…
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Use a ‘Human-Centric’ Approach to Improve Your Bottom Line | ThinkAdvisor
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Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning. It starts on the advisor’s website. But the “most connective is the client discovery meeting. That’s where the glue is made,” Preston Cherry, founder and president of Concurrent Financial Planning and head of the financial planning program and assistant professor…
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Why it’s important to spend on joy, according to a financial advisor | CNBC
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A lot of financial planning is, of course, about the future. But people’s goals can backfire if they neglect themselves in the present, says Preston Cherry, a certified financial planner and founder and president of Concurrent Financial Planning in Green Bay, Wisconsin, and UW-Green Bay assistant professor in Finance. “Starving your current self … could…
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New Personal Finance Planning pages are ‘live’
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UW-Green Bay is poised to grow its personal financial planning programs and services. Newly published on uwgb.edu, the Personal Financial Planning program webpages highlight the value of pairing this minor with any major. Also new is online scheduling for the Schwab Center for Personal Financial Planning services including financial coaching and community education. Increase your personal…
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UW-Green Bay announces $3 million gift from the David A. Cofrin Charitable Trust
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The visionary partnership between the Cofrin family and the university continues with this gift to the Austin E. Cofrin School of Business GREEN BAY – UW-Green Bay is honored to announce the latest gift from the David A. Cofrin Charitable Trust. The $3 million commitment will support the mission of the Austin E. Cofrin School…
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‘Don’t panic’: Local experts weigh in on chance of recession | WFRV
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GREEN BAY, Wis. (WFRV) – As inflation continues to hit everyone hard, there are rumblings of a potential recession.“That’s when the economy slows, or has negative growth, for essentially two straight quarters,” said David Gerard, Associate Professor of Economics at Lawrence University.While Gerard says it’s not something the U.S. is currently seeing, time will tell.…
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Rising inflation has made people feel anxious. Here are ways to cope/ w Prof. Preston Cherry at CNBC
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Many Americans feel anxious about money, especially when inflation is high, interest rates are rising and markets are whiplashing.More than 40% of U.S. adults said that money concerns have a negative impact on their mental health, according to a recent survey from Bankrate. Of those who said money took a toll, most cited feeling stressed,…
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Experts fear recession, what you can do to prepare | WLUK W/ Prof. Preston Cherry
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(WLUK) — Stocks rose on Wall Street Friday, as the trend of unpredictability in the market continues.But there’s even more uncertainty when it comes to other financial matters. Northeast Wisconsin Market First Business Bank President Rick Hearden says there are a number of factors that could lead to a recession. ….He’s not the only one…