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
Markets and Economy Update – Hurry Up and Wait
With my eldest son in his first year in the public school system, my wife and I have had to quickly become accustomed to the concept of ‘spring break’ travel. Historically, I’ve tried to avoid...
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Why You Need to Engage in External Business Valuations
Engaging in business valuations is paramount to your success as an entrepreneur. In this blog, we will address the four key elements that most often drive equity value. More importantly, we will focus on the...
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Ensuring Business Continuity: A Guide for Entrepreneurs
Entrepreneurs invest their lives in building and nurturing businesses, channeling passion and energy into their success. Amidst the hustle, one critical aspect often overlooked is business continuity planning. Addressing the uncomfortable question, "What happens if...
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Breaking the Silence: Why We Need to Normalize Money Conversations at Home
Money – a topic that often lingers in the background, whispered about in hushed tones, or avoided altogether. However, the benefits of normalizing money conversations within our households far outweigh the discomfort that may initially...
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The Art of Tax-Efficient Singles in Investment: A Steady Approach to Financial Success
In the world of investing, the allure of hitting a home run, and achieving extraordinary returns in a single swing, can be captivating. However, as financial advisors, we understand that the game of investment differs...
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The Pursuit of “Enough”: Escaping the Endless Financial Chase
In today's dynamic world, particularly for entrepreneurs, the pursuit of financial success often feels like an ongoing marathon with a perpetually shifting finish line. As we navigate the complexities of personal finance, the critical question...
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Markets & Economy Update – From Fear to FOMO
After nearly two decades as residents of Colorado, my wife and I made the difficult decision to relocate our family to our home state on the east coast back in early 2021. This decision came...
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Tax Strategy Insights: Navigating Generational Wealth: Strategies for Closely Held Businesses
In the realm of closely held businesses, the transition of wealth across generations is a pivotal consideration, especially given the impending changes set by the Tax Cuts and Jobs Act (TCJA) at the end of...
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Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
Maximizing Tax Strategies for Business Owners As business owners, it is essential to skillfully navigate the intricate terrain of tax planning to optimize financial efficiency and minimize liabilities. Over the past few months, we've received...
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