Insights

Planning to Maximize Year-End Charitable Gifts

Financial Planning  |   April 2, 2019  |  
Alex Clendennen

  Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions.  In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end. However, it is important to note that every client situation is unique, and […]

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 […]