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Posts by category
- Category: Entrepreneur Equity
- Smart Tax Strategies for Colorado’s High-Income Business Owners
- How to Align Partners for Business Growth and Exit Success – Part II
- How to Align Partners for Business Growth and Exit Success – Part I
- One Way to Think About Equity Hedging
- Navigating Succession as a Small Business Owner
- Why You Need to Engage in External Business Valuations
- Category: Get Clear
- Setting Boundaries with Family and Money
- Exit-Ready? 3 Rapid Steps to Maximize Your Business Value Now
- 4 Signs It’s Time to Find a New CPA
- Reel in Freedom: Leveraging Entrepreneurship to Create Time for What Matters Most
- Retirement Can Start at Any Time
- Try This Exercise: The Four Spend Segments
- How Do Beneficiary Designations Work?
- Vision & Values Exercise
- Wealth and Values
- Business Exit: Are You Being Pushed or Pulled?
- Ensuring Business Continuity: A Guide for Entrepreneurs
- The Pursuit of “Enough”: Escaping the Endless Financial Chase
- Tax Strategy Insights: Navigating Generational Wealth: Strategies for Closely Held Businesses
- Tax Strategy Insights: Paying Children in Your Business and Charitable Giving Options
- Planning for Tax Changes: 5 Key Considerations for Business Owners as the TCJA Expires
- Operating Agreement Essentials: Avoiding 5 Common Mistakes for A Stronger Business Foundation
- Nurturing Legacy: The Power of Open Conversations with Heirs
- Freedom Unleashed: Navigating the Personal Wealth Operating System
- Navigating the Waves: 4 Essential Tips for Managing Variable Income as an Entrepreneur
- A Quick and Dirty Outline to Setting and Achieving Financial Goals
- Category: Grow Wealth
- Tax-Smart Investing: Simplifying Compliance for Alternative Assets
- Financial Planning for Business Owners
- 6 Strategies for Building Wealth as a Business Owner
- CIO Mailbag – Question: How has current investment strategy evolved given recent market conditions and economic trends?
- Cracking the Code: What Makes Your Business More Valuable to Buyers
- How to Choose the Right Financial Advisors for Every Mile of Your Wealth Journey
- Exit Alignment: Ensuring a Smooth Business Sale with Multiple Partners
- How to Build Multiple Thriving Businesses
- What To Do with Excess Cash in a Business
- How Tax Planning Differs from Tax Compliance
- 4 Pitfalls Of Mixing Business And Personal Wealth
- The Art of Tax-Efficient Singles in Investment: A Steady Approach to Financial Success
- The New Bitcoin ETFs – What You Need to Know
- Myths and Realities of ESG Investing
- Category: Markets & Economy
- Markets & Economy Update – Shifting Momentum
- A Note on Volatility
- Markets & Economy – Rapid Fire February Update
- CIO Mailbag – Question: How has current investment strategy evolved given recent market conditions and economic trends?
- Markets & Economy Update – INFLATION: ENDGAME
- Markets and Economy Update – The Year in Review
- Markets and Economy Update – The Investment Implications of a Trump Presidency
- Markets and Economy Update – Price at the Pumpkin
- Markets and Economy Update – Interest Rates – How Low Will They Go?
- Markets and Economy Update – The Concealed Carry Trade
- Markets and Economy Update – Bolstered by Blue Chips
- Markets and Economy Update – The Election, Debt & Social Security
- Markets and Economy Update – Sell in May, Go Away?
- Markets and Economy Update – Hurry Up and Wait
- Markets & Economy Update – From Fear to FOMO
- Markets and Economy Update – January 2024
- Markets and Economy Update – December 2023
- Markets and Economy Update – November 2023
- Category: Maximize Life
- Category: Minimize Risk