Financial Planning
Retiring as a small business owner in the US requires both an exit strategy and a reliable retirement plan for you, your family and your staff. Read our blog to discover the top 7 strategies and retirement plans
The IT & Tech industry is growing rapidly, with more tech professionals thinking about financial planning and wealth management for the future. In this article, we cover why professional financial planning is important for technical professionals and how to do it right
How much research do you do before you buy something new? Nearly 9 in 10 folks will take some time to learn about products they want to buy before making a purchase. Yet, more than 1 in 3 have bought cryptocurrency without knowing anything about it. Are you one of them? How would you rate…
Remember when Marie Kondo took the world by storm with her tidying up routine? Maybe not, but let’s roll with it. Her idea is that we can improve our lives by removing clutter and items that no longer “spark joy.” We can apply similar principles to our financial lives. (No, you can’t throw out your…
The greatest enemies of the equity investor are expenses and emotions. —Warren Buffet Fear, anxiety, and greed can make us impulsive. These emotions can blind us to logic and make us vulnerable to all sorts of biases. That’s never more true than when we feel threatened or stressed. When emotions run high and impulse takes over,…
Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you exactly how the most…
If you’re wondering what your business might be worth to an acquirer in Portland, there is a simple calculation you can use. Let’s call it “The Build vs. Buy Equation”. At some point, every acquirer does the math and calculates how much it would cost to re-create what you’ve built. If an acquirer figures they…
Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States. No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…
As a consumer, you can gain valuable insight and make smarter investment decisions by simply understanding how your financial advisor is compensated. Most advisors want to do the right thing for their clients, but sometimes, outside pressures make them recommend inappropriate products and services. What is right for the client can sometimes get pushed aside…
Great question! This can be a confusing topic for those outside the investment industry. I’ve worked as a fee-based advisor, commission only advisor and now work as fee-only advisor. The easiest way to explain this is to review all three side by side. The first difference is compensation. Fee-only advisors work for their clients and…
