Financial Investment Advisor Blog
What's the difference between fee-only financial advisors and fee-based?

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…

Author
Christopher K. Winn
Oct, 07 2014 · All articles
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New IRS Deadlines for Business Owners

In October 2016, the IRS issued a reminder to employers and small-business owners of a new January 31 deadline for submitting Forms W-2 and certain Forms 1099-MISC to the Social Security Administration (SSA). The accelerated deadline, which was enacted as part of the Protecting Americans from Tax Hikes Act passed in late 2015, is designed…

Author
Christopher K. Winn
Dec, 14 2016 · All articles
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What's Next for the Dow?

The stock market kicked off March 1st with a new high in the Dow, S&P 500 and NASDAQ but has been losing steam the rest of the month.  Since the presidential election, investor optimism has been driving stocks higher.  In fact, a recent analysis by Bloomberg found that mom and pop investors have been a…

Author
Christopher K. Winn
Mar, 08 2017 · All articles
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Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs. What’s the severance package?…

Author
Christopher K. Winn
Jun, 21 2017 · All articles
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Growing Fast? Here’s What’s Likely To Kill Your Company

If your goal is to grow your Portland, Oregon company fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly grow yourself out of business. A positive cash flow cycle simply means you get paid before you have to pay others….

Author
Christopher K. Winn
Jun, 13 2018 · All articles
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The Build vs. Buy Equation

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…

Author
Christopher K. Winn
Aug, 13 2018 · All articles
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The Surprising Way Companies Like Netflix and Amazon Conduct Market Research

Companies like Netflix, UrthBox, and Amazon are leveraging the subscription business model to discover what their customers want next. In a traditional business, the customer buys your product or service once, and it is up to you to try to convince them to buy again in the future. You often have no idea if they…

Author
Christopher K. Winn
Dec, 01 2018 · All articles
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