When the Going Gets Tough…the Strong Stay the Course

A big inevitability that many people squander a lot of time worrying about, of course, is a bear market. Trust ... Read More

 

Making the Case Against Day Trading and Thrill-Seeking

One of the most-thumbed books on personal finance in my local library is entitled Warren Buffett Invests like a Girl: ... Read More

 

Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More

 

Creating Your Own Definition of Success

Investing is rooted in numbers. That causes many of us to see our definition of success as a function of ... Read More

 

Working with Professionals to Sell Your Business

When we imagine the very wealthy, we often think of Wall Street executives and star professional athletes. But the truth ... Read More

 

Why You Should Work with Real Financial Experts

The Kennedy name is one of the most famous brands in American politics. They represent a uniquely American story – a ... Read More

 

Why Setting Goals Is Important, Even If They Change

Setting goals is critically important to owners who begin Exit Planning. Without goals, even the strongest processes fail, because they ... Read More

 

What Comes First? Estate Planning or Exit Planning?

A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More