Traditional vs. Roth

Traditional vs. Roth

Ascertaining the value of your business is important for a variety of reasons.

Traditional vs. Roth

ESTATE | READ TIME:  8 MIN Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind.   1. Social Security Is a...

Investment Challenges of the Affluent Investor

INVESTMENT | READ TIME: 3 MIN High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be...

Pullbacks, Corrections, and Bear Markets

INVESTMENT | READ TIME: 3 MIN The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's...

The Business Cycle

How will you weather the ups and downs of the business cycle?   Watch the Video  ESTATE | READ TIME:  3 MIN What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly...

Certain Uncertainties in Retirement

ESTATE | READ TIME:  3 MIN The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only...

Social Security: Five Facts You Need to Know

ESTATE | READ TIME:  8 MIN Social Security can be complicated, and as a result many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind.   1. Social Security Is a...

And the Executor Is…

ESTATE | READ TIME: 3 MIN U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens of...

Why Everyone Needs an Estate Strategy

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Critical Estate Documents

ESTATE | READ TIME: 3 MIN Financial Documents:   Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated...

What is the Value of Your Business?

ESTATE | READ TIME: 3 MIN In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018.1 As a business owner, ascertaining the value of your business is important for a variety of reasons,...

Traditional vs. Roth

Ascertaining the value of your business is important for a variety of reasons.

Divi Meetup 2019, San Francisco

Wealth Management Topics

Wealth Management covers a wide variety of financial topics and understanding each is equally important in building a strong wealth portfolio. Pick a topic to get started!

Small Business

Retirement

Understanding Markets

Estate Management

For Small Businesses

What is the Value of Your Business?

ESTATE | READ TIME: 3 MIN In the third quarter of 2019, more than 2,400 small businesses were sold. The median sale price was roughly $278,000, up 3.3% from 2018.1 As a business owner, ascertaining the value of your business is important for a variety of reasons,...

Succeeding at Business Succession

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not surprising that many small business...

Choosing a Retirement Plan that Fits Your Business

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider.   How much can my business afford to contribute? The cost of contributions may be managed by the plan...

Is a SEP-IRA Right for Your Business?

If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke worries about...

Estate Management

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here’s an inside look.

Planning for Retirement

Understanding Markets

The Business Cycle

The Business Cycle

Ascertaining the value of your business is important for a variety of reasons.

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