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
Planning for Tax Changes: 5 Key Considerations for Business Owners as the TCJA Expires
As we approach the expiration of key provisions of the Tax Cuts and Jobs Act (TCJA) in 2024 and 2025, business owners face a unique opportunity for strategic tax planning. The TCJA, enacted in 2017,...
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The New Bitcoin ETFs – What You Need to Know
On January 11th, eleven new spot Bitcoin exchange traded funds (ETFs) began publicly trading after receiving authorization by the Securities and Exchange Commission (SEC). Bitcoin and other cryptocurrencies often draw quite a bit of interest...
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Markets and Economy Update – January 2024
The old adage “be fearful when others are greedy, be greedy when others are fearful” is often ascribed to acclaimed investor and Berkshire Hathaway CEO, Warren Buffett. Based on my experience as an investment manager,...
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Operating Agreement Essentials: Avoiding 5 Common Mistakes for A Stronger Business Foundation
Operating agreements are the unsung heroes of business stability, providing the essential framework for company operations and dispute resolution. While entrepreneurs often emphasize ownership structures and management dynamics, the devil is in the details when...
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Nurturing Legacy: The Power of Open Conversations with Heirs
Legacy goes beyond wealth—it includes values, aspirations, and the impact on future generations. Engaging in intentional conversations with heirs is a powerful way to shape and preserve this legacy. This blog explores the transformative journey...
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Freedom Unleashed: Navigating the Personal Wealth Operating System
In the pursuit of true freedom, both financial and personal, individuals often find themselves navigating a complex landscape. The quest for freedom is multifaceted, touching upon clarity, wealth growth, risk management, equity optimization, and the...
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Navigating the Waves: 4 Essential Tips for Managing Variable Income as an Entrepreneur
Entrepreneurship is a thrilling journey marked by innovation and independence, but it also comes with the challenge of managing variable income. Unlike the predictability of a fixed salary, entrepreneurs often face fluctuations in their earnings....
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A Quick and Dirty Outline to Setting and Achieving Financial Goals
Financial success requires a clear roadmap and a commitment to setting and achieving meaningful goals. In this blog, we’ll explore the significance of setting financial goals, the steps to define them effectively, and strategies to...
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Markets and Economy Update – December 2023
As children, my older brother and I were extremely fortunate to be raised by parents who were avid travelers. Not only were my parents adventurous when it came to both domestic and international travel, but...
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