Sep 30, 2019 | Capital Ideas
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...
Nov 16, 2018 | Capital Ideas
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...
Nov 16, 2018 | Capital Ideas
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. •...
Nov 16, 2018 | Capital Ideas
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...
Nov 16, 2018 | Capital Ideas
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...
Nov 16, 2018 | Capital Ideas
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...
