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

March 15, 2019 in Transparency | by Scott Wood

Invested in True Transparency: Broker-Dealer vs. Registered Investment Advisor. What’s the Difference?

I have been in the financial services industry for almost 30 years. While the language of our industry is second nature to me, I know that the various terms describing who we are and what we do can be confusing for those unfamiliar with such industry vernacular. It’s been difficult, even for recent... Read More

February 27, 2019 in Entrepreneurship | by Scott Wood

Four Helpful Tips to Properly Manage Your New-Found Wealth

Imagine winning the lottery. Now, how would you spend that money? It’s a scenario that everyone has thought about at one point in their lives, but the chances of winning the lottery are virtually non-existent, making these dream scenarios nothing more than fantasy. However, it’s not uncommon for... Read More
   

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