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Smart Business Strategies To Achieve Global Expansion Goals

Global expansion takes a lot of work, but the returns make the effort worthwhile for any business. Not surprisingly, countless entrepreneurs try their luck with foreign trade every year. It is vital to assess the full impact of the initiative and decide whether its rewards outweigh the risks. At the same time, you must take […]
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Skill for Success

The Top Skill You Need to Achieve Your Goals

​Meeting the goals we set for ourselves is not easy. It takes a tremendous amount of energy, focus, and discipline. If you are like me, you probably have your purpose and priorities all laid out. However you may often find yourself off track at times. It is easy to become overwhelmed by obstacles and distractions that get in the way. So what is […]
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Six Best Ways To Pursue Financial Goals

The best financial goals and plans can be easily derailed by common mistakes that can act as roadblocks. Here are some of the top financial goals people have: Generating current income (59%) Providing health insurance coverage (55%) Managing/Reducing debt (53%) Building a Retirement fund (51%) Building an Emergency Fund (47%) Preparing for future medical needs […]
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Making Your Goals Even SMARTER

  About a year ago I wrote an article about the importance of setting goals, using the term S.M.A.R.T. as a handy acronym for five important components for well-designed goals. The simple mnemonic stands for: Specific: Create goals that are clear and well-defined. This helps you understand the why, what, when, where, who and how […]
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How to Set SMART Goals for Yourself

In the book What They Don’t Teach You At Harvard Business School, Mark McCormack tells about a study of Harvard MBA graduates. After tracking the graduates for 10 years, the survey found that 3 percent of the graduates earned more than the 97 percent combined! Was it a particular skill, trait or industry that differentiated […]
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Life Insurance You’ll Love Really. Instant. Simple. Smart. Find an agent Professional Liability This type of tailored business insurance coverage provides professionals with a policy that fits their industry’s unique risks. Financial Services We offer custom business insurance protection through Alico FS. Alico FS provides protection to firms facing greater scrutiny Preferred Cash Rewards We […]
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Career Advice for Accountants

Accounting is a field that appeals to many professionals, and this is for good reason. The work can be interesting and engaging, there is always a demand for talented accountants, and there are fantastic career development opportunities. It is easy to see why so many people pursue a career in accounting, but this is not […]
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The Top Qualities of Successful Business Owners

There are many qualities that contribute to the success of a business owner. The most successful business owners are usually those who have a clear vision for their company and are able to execute that vision through hard work and determination. They are also typically great leaders, able to motivate and inspire their team members […]
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How to Find a Career You’re Passionate About

If you’re not passionate about your career, you’re not alone. In fact, most people don’t end up in a career they’re passionate about. But it’s possible to find a career you’re passionate about. It might take some time and effort, but it’s worth it to find a career that you love. Keep reading to learn […]
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About David

Founder David S. Chang, ChFC. David is an award-winning winning wealth manager and entrepreneur. After investing in his first stock at the age of 14, he fell in love with investing and personal finance and has been doing it ever since. He is a Chartered Financial Consultant and his MBA from the UCLA Anderson School […]
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