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
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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Markets and Economy Update – Sell in May, Go Away?
Throughout my career, I’ve come across many phrases and mantras (or cliches) that seem to have gained a permanent foothold among investment managers and media pundits alike. After the 2008 financial crisis, you couldn’t see...
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Business Exit: Are You Being Pushed or Pulled?
We will all exit our business someday. The question we need to answer is, “Am I being pushed to exit or pulled into it?” The distinction between the two is entirely about you as the...
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How Tax Planning Differs from Tax Compliance
If you want to be healthy, you must eat your vegetables. It is a tale as old as time. Tax compliance and brussels sprouts are alike in that way. They are necessary, but not very...
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4 Pitfalls Of Mixing Business And Personal Wealth
In the world of entrepreneurship and business ownership, it's easy to blur the lines between your business's financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources...
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Navigating Succession as a Small Business Owner
Every business will transition to new owners at some point. No matter where you are in the life cycle of your business, having a vision for your exit and how you plan to execute it...
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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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