Insights

How ProActive is Your Investment Portfolio?

Asset Management, Financial Planning, Wealth Management  |   January 16, 2019  |  
Chris Creed

2018 was a year punctuated by two stock market corrections and volatility the likes of which has not been seen in years. It’s easy to forget that this type of volatility is not uncommon. All the more reason to be proactive rather than reactive to market moves. But how? For many Venturi clients, we utilize […]

6 Questions Business Owners Should Answer Before Selling Their Business

Financial Planning  |   November 28, 2018  |  
Russ Norwood

The sale of a business is one of the more involved and complex processes a business owner can ever experience; and, in most cases, there is little margin for error. There can be many second chances to overcome mistakes in building a business; however, it is rare to get a second chance when selling a […]

Checklist of Best Strategies to Consider—and Pitfalls to Avoid— After Your Family Experiences A Significant Wealth Event

Financial Planning  |   November 21, 2018  |  
Russ Norwood

First generation wealth creators have many new opportunities, but along with new wealth comes many responsibilities and challenges. For many families, a financial windfall can be life-changing— an opportunity to take their lifestyle up a notch and create a legacy for future generations. Unfortunately, American families don’t have a great track record in that regard. […]