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Investments
As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event. Yet the possibility is a real one.  Natural catastrophes represent just a portion of the crises that your business could face. Although you may not be located in an area prone to...
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Investing with your spouse can be a difficult transition as you get married.  Some people decide to keep their investments separate and others decide to combine finances when they get married.  There is no right or wrong answer, but there are some things to understand about your investments and income when you get married.  There are four types...
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As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the...
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One of the longest bull markets in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.  *If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that the stock market is historically cyclical....
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What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Now that you’ve come into a windfall, you have some issues to deal with. You’ll need to...
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Investment returns should be evaluated and compared in reference to a specified length of time. A 7% total return is not meaningful performance data without knowing the length of time it took to earn the 7%. Likewise, comparing a 7% total return over three years versus a 7% total return over five years will not...
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