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3 Ways for a Small Business to Thrive in Connecticut

Small businesses are the lifeblood of our economy, but especially here in Connecticut.   This sentiment was shared by everyone in attendance at the National Small Business Week SBA (Small Business Association) Awards & Resource Expo hosted by the CBIA earlier this month. This statement was underscored by Alexandra Daum, Commissioner of Connecticut’s Department of Economic […]

Cash: Working For, or Against, Your Business?

As an investment class, cash has been an asset of stability. That was until we saw the collapse of Silicon Valley Bank (SVB). This has individual savers and business owners turning their attention to cash, and how safe it is. Connecticut Wealth Management’s (CTWM) Kevin Leahy, President and CEO, and Jessica Dodge, address some of […]

Keeping Track of Your Financial Plan

In a recent interview with WFSB – Channel 3 Eyewitness News, Jessica Dodge discussed how you can take control of your financial plan. While setting goals inside of your business and personal lives may seem separate, the two are very intertwined. This is why addressing both at the same time is so critical for business […]

Leadership Corner: A Conversation with the Owner of Microboard

As a business owner, your financial goals, personal goals, and business goals are deeply interconnected, which makes finding the right balance between all three a challenge. With the right support team in place, this can help you not only grow your business but also to lead the life you want professionally and personally. 

It’s Lonely at the Top: Solving for the Unknown as a Business Owner

What is the biggest challenge business owners face? One of the biggest challenges I’ve seen in my 10+ years of working with business owners and entrepreneurs, is the isolation that comes with owning and operating your own business. This is a sentiment that is felt across businesses at any stage in their evolution. Typically, business […]

Business Owners Tackle the Issue of a Shrinking Labor Force in Connecticut

Earlier this month, Connecticut Wealth Management (CTWM) launched its Business Owner Roundtable Series. The first event in this series focused on attracting and retaining employee talent and featured guest speaker Chris DiPentima, President and CEO of the CBIA. Denis Horrigan, Partner and co-founder of CTWM, moderated the discussion. Prominent business owners from several industries, including construction and […]