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
Retirement Can Start at Any Time
As an entrepreneur, retirement can start at any time. Retirement does not mean that we should stop working, sit on the couch and do nothing. Retirement is when we prioritize our time beyond generating more...
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Try This Exercise: The Four Spend Segments
Thousands of years ago, your ancestor sat down on an overturned log while the sun set on an increasingly chilly fall day. The day had been spent gathering nuts and storing them in a woven...
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Markets and Economy Update – The Election, Debt & Social Security
I’m not sure if anyone else finds themselves in this situation, but I find my social media feeds saturated with clips from the Dave Ramsey call-in show. If you aren’t familiar with this content, these...
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How Do Beneficiary Designations Work?
What are beneficiary designations? A beneficiary designation is the process of naming a person or entity that will inherit an asset upon your passing. Beneficiaries can be named in estate planning documents, such as a...
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Vision & Values Exercise
Many people sleepwalk through their lives, never actually making the big decisions. We have an opportunity to set a clear vision and pursue it. “If one does not know to which port one is sailing,...
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Physical Health as an Entrepreneur
Often entrepreneurs neglect their physical health. Our businesses and families require so much from us to succeed and be the entrepreneurs, fathers, and mothers we aspire to be. Time always feels short and the same...
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One Way to Think About Equity Hedging
What happens after you sell your company to a publicly traded one and, in the deal, you take stock in the acquirer? You just invested in the acquirer! The details make all the difference. Here...
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Wealth and Values
In the pursuit of financial success, our focus often gravitates toward future goals and grand visions. While having clear financial objectives is undoubtedly important, it's equally crucial to align your finances with your core values....
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What To Do with Excess Cash in a Business
Entrepreneurs have demands on their capital and reserve requirements that most others do not. Thinking about these in concert with personal needs and requirements requires a different approach. In this article, I analyze how to...
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