Biden’s tax changes could mean it is time to sell. There’s an iceberg ahead for business owners and it is Biden’s tax changes. The clock is ticking. The window of opportunity is closing. And these hefty...
If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As an investor with significant assets, it’s ...
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...
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...
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...
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...
