Earlier in this series, I said that starting early means assembling the right people around you before you need them in a hurry. This is the post where I unpack
Of every dollar that stands between the price of your business and what you actually keep, taxes are the largest. I made that point earlier in this series, and
Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.
For much of the last century, retirement followed a
The single most expensive mistake business owners make when they sell is starting too late.
Not a bad negotiation. Not the wrong buyer. Timing. By the time most
For years, maybe decades, you have pictured the day you sell.
The closing. The signatures. The wire landing in your account. The finish line you have been
Over this series, I have tried to pull the mystery out of alternative investments.
What they actually are. The jobs they can do that a portfolio of only stocks
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
If you have any real money to speak of, you have almost certainly heard the word "alternatives" by now.
Maybe an advisor mentioned it. Maybe it came up at a
For most of the last forty years, there was a simple answer to how you were supposed to invest.
Sixty percent in stocks for growth, forty percent in bonds for
I started this series because of a pattern I kept running into.
People would sit across from me, often coming from a large national brokerage firm, and when I
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
