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Three Small-Business Transfer Strategies

As a wealth management firm, we have long preached the benefits of owning shares of public companies as an investment vehicle to build long-term wealth. We are clearly not alone in this endeavor. There are many news agencies and television programs that spend countless hours debating if and when investors...

Budget Guidelines for the Budgeting Adverse

I had a conversation with a recent college graduate who was preparing to buy his first car. He had an encyclopedic knowledge of every feature and option offered on each car he was considering and yet seemed unsure of the right choice. I asked what was causing his indecision and...

Unclaimed Money: Finding Money You Didn’t Know You Had

A client received a letter informing him that thousands of dollars in unclaimed funds in his name had been located. The “finder” company offered to help him claim this property for a fee; 10% of the value recovered. But first, our client would need to provide a copy of his...

The Who, What, When, Where, Why, And How Of Trusteeship

The trustee has a large number of duties and responsibilities to the trust maker and the beneficiaries.

Behavioral Biases Of Individual Investors

Traditional finance is based on the premise that investors are able to consider all relevant information to make rational financial decisions. The underlying assumption is that all investors are risk averse and that everyone prefers higher returns to lower returns for the same level of risk. In practice, these assumptions...

Financial Planning: More than Retirement and Investments

“I don’t really need financial planning. I have enough saved up for retirement so I’ll be okay.” A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.

How to Determine If You Need Life Insurance

I am most thankful for my health and the good health of my loved ones. But, good news aside, I’ve been thinking a lot about the end of life recently. No, I’m not depressed or terminally ill. Just like you, I plan to live well beyond my life expectancy. Perhaps...

How Property Titling Can Affect Your Estate Plan

Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore why.

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