Business Owners And Entrepreneurs: Four Steps To Navigate The Impact Of Sudden Wealth
It’s sometimes referred to as “sudden wealth,” but more often than not, it’s been years in the making. Many business owners and entrepreneurs spend decades building their businesses, plowing their profits back into the business while living a rather modest lifestyle themselves. They don’t consider themselves wealthy by any means. Then, inevitably, the day approaches
Finding the Silver Lining in Today’s Troubled Market
As part of our ongoing tactical approach to managing our clients’ portfolios, we are taking this opportunity to turn losses into wins. Tax planning is not just something to consider at year-end. Our investment team works year-round to manage our portfolios with a particular acuity to tax efficiency and tax-adjusted returns. In doing so, we are
Going into the Second Half of the Year, We Remain Optimistic.
Over the last week, the markets have delivered extreme volatility, with the S&P 500 Index approaching bear market territory as it flirts with a peak to trough decline of almost 20%. The concerns that have contributed to the poor start are well-known. Historically high inflation, supply chains disruptions, China in another lockdown, geopolitical concerns, an
Family Office Services for Women: What Female Executives and Business Owners Should Expect
For many successful women executives and business owners, the services of a family office or a multi-family office can help bring together what is often an incredibly complex financial picture. In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why family offices can and should cater to the unique needs of