Buzzwords: Funnel

Are you a customer that has fallen out of the funnel?

“If I have to use the word ‘funnel’ one more time today, I might die. #buzzwords” — @abhinemani

Posted on Twitter by Sacramento’s Chief Innovation Officer, Abhi Nemani, on Aug. 22, this was the tweet heard ‘round the Comstock’s office. It kicked off a lengthy debate among our staff about what “funnel” actually meant.

Oct 12, 2016 Robin Epley

After the Fact

Six years after his long-time accountant was sent to prison for fraud, one client looks for answers

Bill Murray (not that one) was at the top of his game, so to speak, until an epic fall from grace. In December 2009, the 54-year-old tax accountant was charged with defrauding more than 50 clients of his Sacramento firm, Murray & Young Accountancy, out of more than $13.3 million. He subsequently pleaded guilty and was sentenced to 19.5 years in federal prison. The saga played out like a reality TV crime drama, from beginning to end.

Jul 26, 2016 Stuart Greenbaum

How to Vet a Financial Advisor

You’ll make a handful of major decisions in life. One of those is selecting the professional who will manage your savings and handle your investments. This choice will impact everything in your life, including sending your child to college, buying a house and living comfortably in retirement. Here are seven criteria for vetting a financial or investment professional:

Jul 26, 2016 Sena Christian

Buzzwords: Parity

The complexities of wage parity are beyond equal pay for equal work

We’ll be hearing a whole lot of buzz about wage parity this year — in part because groundbreaking research conducted by New York University, University of Pennsylvania and the University of Haifa in Israel identifies flat-out gender bias as the elephant in the room affecting wage parity. This new study, titled “Occupational Feminization and Pay,” is the single most comprehensive study on wage parity in the U.S. to date.

May 16, 2016 MaryJayne Zemer