Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
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Grow Wealth
Tax-Smart Investing: Simplifying Compliance for Alternative Assets
Alternative investments provide a dynamic way for participants to diversify portfolios and potentially enhance overall returns. By definition, an alternative investment “is a financial asset that does not fit into the conventional equity/income/cash categories” and may...
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Financial Planning for Business Owners
WHAT IS FINANCIAL PLANNING FOR BUSINESS OWNERS? Financial planning is the process of creating a comprehensive plan to fund your current and future needs. Financial planning for business owners is the process of including your...
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Markets & Economy Update – INFLATION: ENDGAME
When it comes to setting important thresholds, humans really seem to like round numbers. 10,000 steps in a day for weight loss. A .300 batting average for hitting excellence in baseball. Eight glasses of water...
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6 Strategies for Building Wealth as a Business Owner
As a business owner, the path to building wealth is often marked by unique challenges and opportunities. While there is no one-size-fits-all formula for success, there are several key strategies that can significantly enhance your...
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Creating Lasting Bonds Through Intergenerational Travel
In the hustle and bustle of our daily lives, there are moments that slip through our fingers like grains of sand. One such moment, often overlooked, is the golden opportunity for intergenerational vacations—a moment when...
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Markets and Economy Update – The Year in Review
As I’ve grown older and personal time has become a rarity, I still find myself trying to carve-out a brief window of time to watch a little college or NFL football on some weekends. While...
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How to Align Partners for Business Growth and Exit Success – Part II
How do you close gaps that exist when partners need different things from the business? In my previous article I went through the first three phases of business owner equity planning with multiple partners. They are:...
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Markets and Economy Update – The Investment Implications of a Trump Presidency
With Halloween now firmly in our rearview mirror, my family’s once burgeoning candy surplus had finally depleted – or so I thought. Just when I thought the Halloween candy was long gone, my oldest son,...
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How to Align Partners for Business Growth and Exit Success – Part I
Seeing business exits fail is one of the reasons we created Entrepreneur Aligned. One of the areas where we have seen failure points is when there are multiple owners of a business and their needs...
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