We invest in assets that aren’t foreign to anybody, prioritize the preservation of capital above all else, & watch the relationship between return & volatility
The Succession Breakthrough - our brand new book about exit planning and selling your business is now available on Amazon! Get the Kindle version for free until May 1st here:
#booklaunch#exitplanning#Entrepreneurship
Almost daily, we're seeing historic days in investing, which brings the question how does the market continue to go up despite an economic downturn? Greg Stewart approaches this in our January blog post!
https://t.co/B2iDwDD3t0
Exciting news! An interview I did with Eric Anderton on "How to Avoid Optimism and Craft a Realistic Succession Plan" is now live on iTunes and Google Play. Listen to it here: https://t.co/TAbBraS4zu and let me know what you think of the show.
Looking beyond the traditional view of using bonds as a lower risk solution when fear is influencing our portfolio decisions.
https://t.co/M2LsgcxMDN
#shortfallrisk#sequencingrisk
During times of fear, our risk tolerance changes. In this article, Greg shares how we can we improve the odds against running out of money without subsequently taking on more risk in the form of increased volatility.
https://t.co/M2LsgcxMDN
#marketvolatility
During times of fear, our risk tolerance changes. In this article, Greg shares his thoughts on how we can we improve the odds against running out of money without subsequently taking on more risk in the form of increased volatility.
https://t.co/M2LsgcxMDN
#marketvolatility
During this time of economic downturn, many are fearful of the shortfall risk. How can we improve the odds against running out of money without subsequently taking on more risk in the form of increased volatility?
https://t.co/M2LsgcxMDN
#shortfallrisk#sequencingrisk
During this time of economic downturn, many are fearful of the shortfall risk. How can we improve the odds against running out of money without subsequently taking on more risk in the form of increased volatility?
https://t.co/M2LsgcxMDN
#shortfallrisk#sequencingrisk
Here's a closer look at what Greg thinks are a few pertinent economic and financial facts that are worth keeping an eye on amidst all the economic warnings that we've received lately.
https://t.co/py3gXULMZw
In light of the PPP funding, we actively work with companies that need additional financing beyond their bank facilities and what they are getting from the government. Please reach out if you feel you might have that need.
https://t.co/BwU6sYQhvW
What is “normal”? It felt pretty easy to understand back in the first week of March. It feels like many years - rather than weeks - have passed since then.
https://t.co/XK4AhBUc8h
The little known fact about succession planning is how often succession plans actually fail. This article addresses the factor of relevance. How relevant is your business going to be for the next 20-30 years?
https://t.co/NPsk1tVY2s
By @SteveMcKee
Why health care should be part of your retirement savings plan is one of the things Dan gets asked about very frequently by people who are nearing age 65.
https://t.co/iphArq3u5a
By @EmilyGuyBirken
Finally, some good news! $350 billion has been appropriated to provide business owners with guaranteed, low-interest, no-fee loans. We're diving deeper into what this means in our recent blog post.
https://t.co/MUjfP2uYtw