Subscribe to our newsletter. Get the latest insights and news delivered to your inbox.
Blog
The Importance of Business Valuation
By Homer Smith The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...
Advance Your Wealth – Episode 11 – Business Valuation
https://youtu.be/i4Cky_rn8No
My April Reading List
By Homer Smith Reading is something I have always enjoyed, but over the last few years with running my own business and having a young family, I have not found as much time to pick up a book as I would have liked. Growth/development is one of my top values and reading...
Q2 Quarterly Investment Themes Presentation
https://youtu.be/vAXzVZJ2EuI
Q2 Quarterly Investment Themes Blog: Q1 2021 Review and Preview of What to Expect in Q2 2021
This blog will serve as follow up to our previously released Q1 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The Market...
The Narrative and the Noise
The noise is everywhere. It’s politics and the markets. It’s 24-hour news channels and social media. The noise is everywhere and it’s exponential, it’s on steroids and it drives our behavior and decision making whether we like it or not. This past year as we have...
Advance Your Wealth – Episode 10 – Cutting Through the Noise
Tax Proposals and Stimulus – What you Need to Know!
Between multiple stimulus bills and last year's presidential election, there has been a lot of noise on who qualifies for the stimulus checks and who will be subject to potential tax increases that may ride along with the Biden administration. We are finally beginning...
Advance Your Wealth – Episode 9 – Tax Updates You Don’t Want to Ignore
Advance Your Wealth – Episode 9 – Liquidity Cascades
Konvergent Monthly Commentary – February 2021
At konvergent wealth partners it is important to us that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...
Advance Your Wealth – Episode 8 – Family Constitution
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...
Advance Your Wealth – Episode 7 – February Market Update
February Market & Economic Update – Market Struggles to Maintain Gains as Treasury Yields Surge
This blog will serve as follow up to our previously released Q1 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: Stocks bounced back...
Advance Your Wealth – Episode 6 – Why Everyone Needs to Consider Asset Protection
Five Big Asset Protection Planning Mistakes – and How to Avoid Them
Key Takeaways: Get asset protection strategies in place before you need them.Evaluate and stress-test your various types of liability coverage.Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets, you may be more...
Five Big Commercial Insurance Mistakes to Avoid in Your Company
Key Takeaways: D&O insurance and EPLI help cover management liability.Cybersecurity insurance is becoming increasingly important.Make sure you've got enough umbrella coverage. Whether you are a seasoned business owner or a new startup entrepreneur, your company...
Advance Your Wealth – Episode 5 – Key Mistakes Business Owners Make with Commercial Insurance
https://youtu.be/yE4tJwTJsCo
Advance Your Wealth – Episode 4 – Key Issues Facing Business Owners
It May Be Time to Swap the 60/40 Portfolio for a 40/60 Portfolio Instead
If the traditional “60/40 portfolio” is dead, what should investors do? For a clue, turn to the Chicago Bulls and see what we can learn from the Worm (aka Dennis Rodman), Toni Kukoc and Steve Kerr. See the original article published at Kiplinger.com! What does Dennis...
Month of January 2021 Blog – Market Falls as Investors Focus on Historic Short Squeeze
This blog will serve as follow up to our previously released Q1 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: Stocks rallied for...
Advance Your Wealth – February Market Update
Konvergent Monthly Commentary – January 2021
At konvergent wealth partners it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...