Investing • Category.

I Don’t Own Many Assets, Do I Still Need an Estate Plan? Category: Investing

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need big houses and large retirement savings to build an estate plan couldn’t be further from the truth.

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Measuring the Performance of Your Investments Category: Investing

PerformanceInvesting is a bit like getting a fresh haircut. When you first get one, you feel like you’re on top of the world. You’ve done your homework and picked the perfect style for you. Over time, however, your hair starts to grow and get a little wild. If you leave it too long without regular maintenance or follow-up cuts — it can get downright messy.

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Why Your Business Needs a Succession Plan Category: Investing

SuccessionIn business, everybody moves on at some point in time. Whether it’s due to retirement, new opportunity, or someone passing away, leaders can change in a hurry. If there’s no strategy in place to account for when this inevitable change happens — things can get messy.

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