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.
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)
Carl Icahn Spoke, CNBC Didn’t Listen
Carl Icahn recently shared a story with some excellent investment lessons baked into it. CNBC heard something else much less helpful.
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.
Open Enrollment Tips to Maximize Benefits
Make sure you’re taking advantage of all the benefits your company offers during open enrollment season.
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.
Charts You Need to See – Q4 2021 Market Guide
Taking a look at charts you don’t want to miss this quarter to explain what’s going on in the market and how to position your portfolio well and ignore the short-term noise.
Continue Reading Charts You Need to See – Q4 2021 Market Guide
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.
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.
6 Things I’m Not Worried About Financially
There’s plenty to be worried about, so don’t add unnecessary financial concerns to the list. Includes latest thoughts on a market crash, investing in crypto, the deficit, Social Security running out of money and more.