Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker […]

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Market Update: Second Quarter 2017

It has been twelve months since we weathered that short-lived market turmoil known as Brexit, which immediately followed the United Kingdom’s surprise vote to leave the European Union. Turns out that was the last time stock markets across the globe experienced any meaningful pullback. Since then, we have witnessed a largely uninterrupted move higher in […]

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Fairness in Family Business Decision Making

DETERMINING WHAT IS FAIR In our post entitled, Decision Making in Your Family Business: A Guide for Owners, we shared how requiring consensus in family decision making led to the most positive and unifying results. Our topic this time is fairness. When we ask family members and their advisors about fairness in family decision making, […]

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Guest Post! Protecting Your Family’s Financial Security: Tips For Allocating Your Resources Long Term

Today’s guest post is by Jackie Waters, author of Hyper-Tidy.com. Financial life planning as you build a family can get complicated. You not only have to cover the basics in your day-to-day lives, but you have to look ahead and consider investment and saving strategies to ensure that your children are taken care of if you […]

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Family Business Succession – A Simple Getting Started Guide

You’ve spent your life building and running a successful business, and now you’re ready to pass it on. You’ve identified your successor – your precious offspring. Great! Now what? There are many steps between here and your end goal of passing your baby to your babies (the next generation), and a well-executed transition takes several […]

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