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. We utilize a ProActive portfolio as part of an overall investment strategy.

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 processes a business owner can ever experience. Here are 6 questions you should ask before selling.

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

According to a 30-year study by the Williams Group, three-quarters of wealthy families failed to successfully transfer their assets to the next generation. Shockingly, the assets of nine out of ten families were completely lost before reaching the third generation.