Podcast: Episode 6 – Katie Sheehan Outlook for Equities Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Elite Wealth Planning – What It Is and Why It Matters A major driver behind today’s most successful and affluent business owners and entrepreneurs is often elite wealth planning. Elite wealth planning is distinct from the traditional, plain-vanilla financial planning everybody is familiar with. Before […]
Podcast: Episode 4 – John Silvis Market and Economy Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them The Importance of Personal Umbrella Policies Savvy business owners regularly assess their company’s potential liabilities and risks. Unfortunately those same savvy business owners are largely unaware and rarely address a key component of their individual wealth protection plan – their personal umbrella policy. Ask yourself, […]
In the spirit of the season, we’re supporting our 2018 Community Beacon recipient, YWCA Greater Cleveland, with our time and treasure. Team members volunteered at YWCA events, most recently delivering donations, providing and serving lunch to homeless guests at the Norma Herr Women’s Center. It’s been a privilege to partner with the YWCA in their […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them The Value of Multigenerational Family Meetings Success and the wealth it creates can sow the seeds of its own destruction. As your wealth grows, so does the potential for that money to build walls, create conflicts and lead to poor financial decisions that can reduce […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Insightful Questions That Can Ramp Up Your Success The most successful business owners consistently and systematically use an approach known as insightful questioning when they engage. Insightful questioning will: Enable you to be more effective at gathering important information. Facilitate rapport to create deeper levels […]
Last week, over 200 guests gathered at Hilton Cleveland Downtown for our 12th annual Fairport Night appreciation event. Clients and friends participated in an interactive legacy planning workshop led by noted author and national speaker, Susan Turnbull of Personal Legacy Advisors. Clients were encouraged to pair up with someone they didn’t know. The discussions were […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Smart, Surprising Ways to Take Control of a Trust Many successful families who are business owners use trusts to minimize taxes, transfer wealth, and protect assets from creditors and others (i.e. future spouse of your child). Trouble is:1. Too much control can be relinquished […]
Minding Your BusinessArticles for Entrepreneurs & Those Who Serve Them Savvy Negotiating: To Get to the Moon, Ask for the Stars If you are a business owner focused on building wealth, then you must consistently negotiate deals that are good for your bottom line while achieving more than your minimum goals. Trouble is, you may end […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.