Capital Ideas

Sustainable and Socially Aware Investing

Sustainable and Socially Aware Investing

Terry Hartigan, CFP®  |  Principal Sustainable and Socially Aware Investing: Pursuing a Successful Investment Experience Investors have increasing awareness that pursuing their financial goals does not have to come at the expense of their values. Central to Capital...

read more
Fourth Quarter 2018 Letter to Clients

Fourth Quarter 2018 Letter to Clients

Stocks around the globe experienced a significant decline during Fourth Quarter 2018, a trend that began in October and accelerated rapidly in December. The downturn was widely attributed to the prospect of continued higher interest rates, ongoing tensions in the...

read more
What’s Your Business Really Worth? Part 2

What’s Your Business Really Worth? Part 2

Dennis Covington | Managing Principal Key Takeaways: There are at least 7 different ways to value a private business: Here we will explore Liquidation Value, Market Value, Fair Market Value and Owner’s Value. Market value is a technique for showing how your business...

read more
What’s Your Business Really Worth? Part 1

What’s Your Business Really Worth? Part 1

Dennis Covington | Managing Principal Key Takeaways: • Private businesses can have multiple values depending on who the potential buyers are—and what each the buyer’s needs are. • Business owners need to realize that taxes and expenses are part of the sales process. •...

read more
The Power of Listening

The Power of Listening

Scott Pritchard | Principal I have a confession to make. I have a friend who is a broker. There, I feel better getting that off my chest. Aside from having built a very profitable book of business by the sheer force of his personality and some very aggressive sales...

read more
New Fiduciary Rule

New Fiduciary Rule

Scott Pritchard | Principal We finally have a new Fiduciary Rule that becomes the law of the land next year on April 10, 2017. Now what? Unfortunately, as many cynics (and perhaps some realists) predicted, the final rule became the victim of Wall Street and insurance...

read more
CFO 2016 Trends & Tips

CFO 2016 Trends & Tips

Scott Pritchard | Principal CFO Magazine recently issued a special report titled “401(k) Trends and Tips for 2016”. The complete report is available online at 401(k) Trends and Tips for 2016 . But knowing that you are a busy professional, I thought you might...

read more
Take Two Weeks Off

Take Two Weeks Off

Scott Pritchard | Principal Take Two Weeks Off…Then Quit If you’ve ever picked up a golf club you can probably relate to my friend who upon having a particularly rough day on the course declared “I know what I’m going to do to fix my game. I’m going to take two weeks...

read more
Death of the Fiduciary Rule

Death of the Fiduciary Rule

Scott Pritchard | Principal It’s officially official: the Fiduciary Rule is dead. I first wrote about the Fiduciary Rule in this forum in March 2015, asking the question “Whose Interests Come First?” Subsequent posts chronicled the saga of the rule until it finally...

read more