Wednesday Reading List

This week’s reading list focuses on college inflation moderating, overcoming investment obstacles, investing in bonds today, HSA accounts, electric vs. gas cars cost to run, when the Vikings arrived, why JFK docs are still classified, latest book recommendation and more.

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Selling Your Business in This Market

A wealth manager and investment banker talk about selling your business in this market and share their best advice.
-How Covid impacted the M&A market and which types of companies benefited or were hurt (2:12)
-Timeline for a business sale, best practices to be prepared, characteristics of top performing companies (6:30)
-The impact of potential tax changes (14:12)
-How to build a financial plan to help you make important business planning decisions and chose the right deal structure (18:20)
-Factors contributing to the strong market and the thing that could derail things (21:38)
-Specific advice for business owners now (28:10)
-Q&A (38:24)

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Wednesday Reading List

This week’s reading list focuses on bigger Social Security checks, fixing supply chain issues, active sustainable managers outperforming, Covid’s potential winter direction, the major factor for investors, online returns being a nasty business, latest book recommendation looking at the greatest football dynasty of all time and more.

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Wednesday Reading List

This week’s reading list focuses on the cost to sell a business, how to choose the right advisor, inflation could be a bigger problem, home prices aren’t affordable, Southwest’s problems and your solutions, latest book recommendation and more.

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Wednesday Reading List

This week’s reading list focuses on a a proven diversity premium for companies, vaccine misunderstandings and workplace realities, a current threat to tech stocks, avoiding the siren song promise of tactical asset allocation in your portfolio, Facebook, a complete FAFSA completion guide and more.

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Wednesday Reading List

This week’s reading list focuses on pulling cash out of your business, the Rich Dad/Poor Dad Guy trying to make us all poor, a sustainable story gone bad, Gold disappoints and wasn’t that great to begin with, China banning crypto, real estate seller’s market update, best place to invest if worried about inflation, and more.

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