Blogs & Articles
5 Stages to Preparing an Exit–Succession Plan for Your Business
By Mike Mess, CFO, CEPA As a business owner, the day will eventually come when it’s time to sell or leave the business you’ve worked so hard to build. Your exit could be a sale from a Strategic Buyer, Private Equity, Management Buyout (MBO), or Initial Public Offering...
3 Obstacles to Overcome in Family Business Succession Planning
By Mike Mess, CFO, CEPA Business succession planning is a tedious task that can quickly end up at the bottom of the to-do list if you’re not careful. As mundane as it may feel, it is a critical component of the long-term success of a business, particularly family...
VIDEO: 3 Strategies for Investing Around a Concentrated Stock Position
By Mike Collopy, CFP®, CIMA® Many of our clients work for corporations and are compensated with company stock (through RSUs, stock options, or other means). We’ve all heard that more risk can lead to more reward. But we also know that having your career—and your...
Top 5 Financial Planning Challenges for High-Income Earners (Video)
By Kevin Boutwell, CFP®, CIMA® Just because you earn good money doesn’t mean you’re good at managing it. As a high-income earner, you face unique challenges; and as financial planners and investment advisors, it’s our goal to provide strategies to help you...
The Top 3 Ways Inflation Affects Your Retirement
By Kevin Boutwell, CFP® You may have heard scary headlines about record-high inflation, with consumer prices jumping 9% in June 2022. (1) Whether it’s caused by the actions of the Federal Reserve, Russia, or just due to COVID-induced supply chain issues is up for...
The Real Benefits of Diversification
By Michael Collopy CFP®, CIMA® The saying “Don’t put all your eggs in one basket” is so popular and enduring for a reason. Applicable to nearly any situation in life, it is particularly true when it comes to investing. This idiom warns you not to invest all your...
Your Estate Planning Checklist to Protect Your Loved Ones
By Mike Collopy, CFP®, CIMA® Estate planning is essential for anyone with assets. This includes checking and savings accounts, real estate property, retirement accounts, and even that boat you haven’t used in months. I believe most people need to do at least basic...
5 Questions to Ask When Choosing A Financial Advisor
By Mike Collopy, CFP®, CIMA® We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy to feel overwhelmed and doubt your decision. When it comes to choosing a financial advisor, the stakes...
Can You Use Tax-Loss Harvesting to Lower Your Tax Bill?
By Mike Collopy, CFP®, CIMA® Many investors have found themselves taking some serious losses because of the volatility in the stock market these last two years. If you are lucky (or savvy) enough to have realized capital gains, you now have to worry about the money...
3 Ways to Utilize Roth Strategies
By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
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