May 14, 2019 in Invested In Transparency | by Matt Borowski

How Different Financial Advisor Incentives Can Influence Your Results

When evaluating financial advisors, it’s essential to understand the different incentives associated with their portfolio recommendations, as it can have a genuine impact on your bottom line. While there are dozens of terms to describe a wealth manager, the two high-level classifications that you... Read More

May 08, 2019 in Entrepreneurship | by Matt Borowski

3 Mistakes to Avoid When Selling Your Business

The entrepreneurial journey is unlike anything else. From the weight of responsibility that falls usually on a single individual to the ups and downs that occur throughout, owning a business is one of the most exhausting - yet rewarding - ventures for anyone to experience. Read More

April 16, 2019 in Entrepreneurship | by Chris Pate

Innovation: Born From The Bottom Up

As the saying goes, necessity is the mother of invention. If you really need something, you will figure out how to get it, or how to engineer a workaround or tool to aid in the process. Our ancestors must have thrown a heck of a party for their fellow caveman Zog when he invented the wheel in 3500... Read More

April 03, 2019 in Entrepreneurship | by Matt Borowski

Selling a Business? Why a Financial Advisor is Key to Successful Liquidity Planning

Building a business is exciting, exhausting and sacrificial, but - finally - a day comes where an opportunity presents itself; someone wants to buy your business and you are open to selling it. For any business owner in this position, there’s a lot to consider in evaluating whether or not a... Read More

March 27, 2019 in Invested In Transparency | by Scott Wood

Transactional vs. Transformational Relationships With Your Financial Advisor

Nightmare stories about unethical financial advisors taking advantage of clients certainly make for attention-grabbing headlines, but those examples are not a true depiction of the overall ethics in the financial services industry. Read More
   

Subscribe to our blog

2018 03 Market Recap