When I was in law school at the University of Florida, I was the Secretary of the Florida Chapter of the Federalist Society, which really believes in controlling the power of centralized government. I listened to The Wilkow Majority every single afternoon I didn’t have class between 1 and 3 pm.
Only 1 in 10 business owners know what they business is worth and even fewer have ever had any kind of technical evaluation. As business owners often consider their business their retirement, doesn’t it make sense to know what that ‘retirement’ value is? We love helping our business owner clients get a 90% accurate estimated […]
Warren Buffet infamously has just two rules for successful investing. Rule #1, as it is called, is simply to ‘Never Lose Money’ and Rule #2, as it is called, is…’To Never Forget Rule #1.” That’s it – that is the sum of Warren Buffet’s advice, well his rules anyway. But in February of 2017, he […]
There’s been a lot of talk about this new rule that has been passed and finalized by the Department of Labor that was effective April 6, 2016. The Department issued a rule that would require advisors to abide by a fiduciary standard whenever they are advising a client about any kind of investments that would […]
You may have heard the new buzz word floating in certain circles – ‘Tax Diversification’… Thank goodness that the message we have been preaching on since the beginning of our practice, in fact one of the main reasons we established our practice is finally taking root and sprouting in main stream wealth management circles in […]