If you’re a business owner, you know that building a business is all about taking risk. You put your belief in yourself, invest your money, give your time to create something that can grow and succeed. We know that your business will fund your retirement…
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Archives for May 2022
Benchmarking Your Business For Growth
Building and running a business requires many different skill sets. You’re often the development head, the chief strategist, the head of marketing, and you know every role from the ground up because you created them. But stepping back from the day-to-day and looking at your…
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Donor Advised Funds: Tax Benefits, Growth and Control
Donor Advised Funds: Tax Benefits, Growth and Control Donor advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax benefits, as the assets or funds in the donor advised…
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How To Align Your Capital With Your Values
For many of us, there is more to living our best life than trying to accumulate the most money. That ethos speaks to the growing popularity of investment choices based on values, including environmental concerns, religious beliefs and personal preferences. To satisfy that increased investor…
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Is Now A Good Time To Invest Money In This Market?
A question I have been getting a lot lately is whether it is a good time to still invest in the market. With Inflation, wars and other assorted craziness going on in this world, the current volatility in the markets has a…
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Estate Planning – The Essential Instruments
Estate planning isn’t just about protecting your assets – it’s about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll receive or where you want to be cared for are respected if…
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Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase risk. If the business were to become wobbly, not only…
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Thinking About Selling Your Business? A Quick Guide to Getting the Most Value
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you can do now, whether or not the sale is imminent. Get Your Ducks in a Row And by…
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