COMMENTARY
What's Your Business Really Worth? Part 2
In Part 1, we looked at three common business valuation methods: Financial or Investment Value; Strategic Value and Intangible Asset Value. Here we’ll look at four more: Liquidation Value, Market Value, Fair Market Value and Owner’s Value.
What's Your Business Really Worth? Part 1
This would be a simple question to answer if your company was publicly traded. If you’re working in the private business world and you’ve tried to gauge whether you can afford to retire, you probably have been stumped figuring out what to use for the after-tax value of a business sale.
The Importance of Behavior
Today’s awarding of the Nobel Prize in Economics to Dr. Richard Thaler of the University of Chicago reminded me of the influence his work has had on my work with retirement plans.
Simple Gifts and Planned Gifts
Finding the right cause and writing a check is just the beginning. Planned Giving 2.0 takes a long-term holistic approach.
PUBLISHED
Life, Law & The Pursuit of Wealth: How Attorney Lifestyle Choices Impact their Ability to Retire
by Dennis Covington, Terry Hartigan, and Scott Pritchard
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WHITE PAPERS
Overcoming the Real Problem with 401k Plans: A Case Study
This follow-up to "The Tyranny of Choice" details how the Advisors Access approach enabled two plan sponsors to enhance their plans, reduce their fiduciary liability, and lower costs.
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LETTERS TO OUR CLIENTS
Fourth Quarter 2017 Client Letter
As 2018 began, the major U.S. stock market indexes surged to yet another round of record highs.
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PUBLISHED
The 12 Investment Myths
by Jack Calhoun, former Managing Principal, published in 2009.
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