Insights

Making Estate Planning Your Own

Financial Planning, Retirement Planning, Wealth Management  |   July 17, 2019  |  
Chris Creed

Estate Planning for those you love can dramatically alter the course of your family for generations. In his Last Will and Testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave […]

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 […]