Helping Business Owners and Families Accumulate and Preserve Wealth
We are now entering our third week of lockdown. I hope you are healthy and safe, and not suffering from too much cabin fever.
The good news is that our office continues to function at almost full capacity. We are able to provide all of our services. Some things just take a bit longer.
Today will be another challenging day for the stock market as we continue to grapple with the Coronavirus. It is difficult to watch our Portfolios lose value. And we must maintain the long view. We do not believe in market-timing or short term trading, and it is against our religion to sell into a downturn, if we do not have to.
Our test of our Business Continuity Plan was successful. We all worked from home on Friday. We were able to access all of our client files and all of our reporting systems. All the information and capabilities that are available to us in the office are available to us at home. Please rest assured that we are 100% fully operational and we can provide any and all services that you might need.
Most business owners who are asked about their exit plans will reply that they want to exit their business ‘in about 5 years’. Often times, Read More…
A recent release of findings from an ongoing research effort being conducted by Pinnacle Equity Solutions, Inc., a national leader in the emerging field of Read More…
In a recent release of findings from an ongoing research effort being conducted by Pinnacle Equity Solutions, Inc., a national leader in the emerging field Read More…
Many business owners today are thinking about an exit from their privately-held business and are trying to figure out how to begin this seemingly-overwhelming task. Read More…
The success of exiting a business depends greatly upon the mental perspective and preparation of an owner during the exit process. Business owners tend to Read More…
Business owners are risk-takers by nature. Interestingly, however, is the fact that these same owners are often-times not risk averse. What this means is that Read More…
Business owners who are thinking about exiting their business will often want to compare their potential exits to other owners who have been through an Read More…
How to master both for a successful result. When considering an exit from your privately-held business, there are a number of obstacles that can get Read More…
Make sure your most talented key executives don’t leave when you need them most. Introduction: Joe Smith had built a successful business over a 40-year Read More…
An incomplete plan is worse than no plan. A few years back, a business owner came in to see me with a problem. He and Read More…
Estate Planning and Business Succession Planning are two separate yet intertwined processes that dramatically impact each other. The care you take in analyzing and implementing Read More…
After much political bargaining, federal legislation has been enacted to address, among other things, the expiration of numerous tax provisions passed under the Bush and Read More…
Don’t Run Out Of Money Before You Run Out Of Life. A critical component of any solid financial plan is preparing for the future. This Read More…
If you are like most people, you have the most common type of will, the “I Love You Will.” It says, “I leave all my Read More…
Most people are generally familiar with the basic rule of investing, which is to buy low and sell high. Yet, few follow this guideline. Why? Read More…
Back in the day, I was a professional drummer, playing with such music greats as Bette Midler, Manhattan Transfer, Barry Manilow, Mary of Peter, Paul Read More…
My daughter Kayla is a wonderful blogger and an expert shopper. She recently blogged about her online shoe buying experience. She found a pair of Read More…
A client and recent widow sent the following note looking for some financial advice: My husband passed away two years ago. I am now ready Read More…
Getting divorced or becoming a widow can leave you with the unfamiliar responsibility of managing your finances. The period of time following a major life Read More…
If you want to leave behind a legacy and ensure that your children and grandchildren will be taken care of, there are a number of Read More…
Volume 1 Issue 1 by Kevin Ellman CFP ® Is it possible to time the market? Do you believe that it is possible for you Read More…
You understand the importance of building sound investments for your future and may even have some investments in place. But, do you know how well Read More…
In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build Read More…
In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index Read More…
In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds Read More…
It’s easy to become overwhelmed by the prospect of managing your financial future. Many women worry about ultimately being unable to support themselves or their Read More…
If you want to take control of your money, the first thing you need to do is learn the basics of investing so you can Read More…
