It started as a sneaking suspicion. Then it became a wistful conversation with your spouse on a long, tropical vacation. Now, you think it might be time to get serious about it. It’s time to sell your business. Who do you call first? A new financial advisor. The Epiphany “I have four advisors but I need […]
Have you ever seen the word ‘Emeritus’ after the name of a professional? Attorney, Emeritus. Shareholder, Emeritus. Professor, Emeritus. It means that this person has retired but maintains an honorary role based on their lifetime of accomplishments. One title you will rarely see: Financial Advisor, Emeritus. Why is that? Financial advisors are facing a retirement […]
This is about succession. Succession in your family, your business, or anywhere else where you have become the indispensable person. The one whom everyone depends upon. LEADERSHIP SUCCESSION I witnessed succession last week as a dear friend assumed command of the 11th Air Defense Artillery Brigade at Ft. Bliss in El Paso, Texas. The 11th […]
Earlier this year in his weekend “Intelligent Investor” column in the Wall Street Journal, Jason Zweig wrote a memorial tribute to Jack Bogle, founder of the Vanguard Group, that compared him to St. Paul, the early Christian missionary. When Zweig wrote that Bogle “blazed with the zeal of the convert” the words jumped off of […]
It is wedding season and couples are in the mindset of new possibilities and building on what they already know about each other’s hopes and dreams. As they progress toward common goals, every couple has a unique way of working together. They develop a language and a rhythm unique to them. Through dating, we develop […]
I had the opportunity to write for the most recent edition of Family Business Magazine on how financial planning for each member of a family business can help bring clarity to strategic decisions. Clarity on the personal impact of decisions is critical for closely held businesses. Developing Confidence and Clarity in Family Business Decision Making […]
Planning for your future may feel abstract because no one truly knows what will happen and when. We do our best to prepare or at least be aware of the expected and identify potential risks. But how well prepared are we for the unexpected? What happens when life throws you a curve ball? In 2018, […]