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Value Creation Blog

Stop.....Watch This Video Before You Sell Your Business

In today’s video, I talk about what I call the winddown strategy. This is where you don’t even try to sell your business. Instead, you keep the 20% of your book of business that you love and make you a lot of money. You then find a home for the other 80% of your business, even if it means just giving this business away.

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Topics: succession planning, sustainable business


Is It Time To Panic?

 

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The last week has brought extreme volatility back to the markets. We’ve had several years where the market was going in one direction, and that direction was the one we like, increasing on a regular basis. In fact, it’s been two years since we had our last market “correction.”

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Topics: Investments


8 Books You Need To Read This Year

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Topics: books, books to read, managing transitions


And You Thought Your Job Was Safe......

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This is a John Mauldin article you don't want to miss out on.  If you think the jobs report last week was a good one, think again.

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Topics: jobs, artificial intelligence, employment


Time Proven Methods To Wise Investment Decisions

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One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor's net return.

Each camp has strong advocates who argue that the advantages of its approach outweigh those for the opposite side.

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Topics: Investment Planning, asset allocation


The Dangerous Truth About Goals

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I hate goals. Yea, I know we’re all supposed to love goals and be goal oriented for success. The truth is I did that game for years, and it never served me very well.

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Topics: transition planning, goals, goal mapping


3rd Quarter Overview From Our Partner Assetmark

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Every Quarter, Jerry Chafkin the Chief Investment Officer of our partner at Assetmark writes an excellent re-cap of what happened in the markets over the past quarter. This quarter is no different.

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Topics: wealth management, Investments, market overview


Introducing The Financial Freedom Project

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I often go to financial planning conferences, and the topic of planning for business owners comes up. When I listen to the solutions and methodology I see presented for business owners I often cringe.

You see, planning for a private business owner is not like planning for someone who works for IBM. It's much simpler planning for someone who is an employee versus someone like you who's an employer.

For the past several years I've been focusing on planning for business owners that works and provides a roadmap to financial freedom. 

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Topics: retirement planning, financial planning, retirement planning for business owners, financial freedom project


The Truth Is Appreciative Inquiry Will Make Your Life Better

Today's Facebook Live presentation is with Ed Jacobson where we talk about appreciative inquiry and positive psychology.

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Topics: wealth management video, positive psychology, the good life, appreciative inquiry,


Introducing Your Willing Wisdom Opportunity

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Here's some statistics that are a little sad.

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Topics: estate planning, wealth management, willing wisdom


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