By Aaron S. Nuti, CFA, CFP®, CAIA Many people hear the b-word – budget – and automatically think that it is a bad word. They say, “I don’t need to budget,” “I don’t want to be on a budget,” “why are we even going through this […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them How Playing the Long Game Could Help Build Wealth and Success Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Sudden Wealth: What Should You Do If You Strike It Rich? A big financial windfall can mean great things! However, it can also come with challenges and problems that can derail your life if you are not prepared to handle them. With sudden wealth, everything […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Family Business Formula for Thoughtful Decision-Making How can owners of family businesses balance family values with the financial realities of entrepreneurship? Almost all successful family enterprises operate using a deliberate approach to make objective and thoughtful decisions around family and business. The formula often looks […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Everyday Accountability What would your business look like if every employee was highly engaged? How would your business grow? How would your culture flourish? Operating with a high level of accountability is at the cornerstone of any successful business. On June 28th. Fairport business owner […]
Podcast: Episode 6 – Katie Sheehan Outlook for Equities Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Elite Wealth Planning – What It Is and Why It Matters A major driver behind today’s most successful and affluent business owners and entrepreneurs is often elite wealth planning. Elite wealth planning is distinct from the traditional, plain-vanilla financial planning everybody is familiar with. Before […]
Podcast: Episode 4 – John Silvis Market and Economy Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them The Importance of Personal Umbrella Policies Savvy business owners regularly assess their company’s potential liabilities and risks. Unfortunately those same savvy business owners are largely unaware and rarely address a key component of their individual wealth protection plan – their personal umbrella policy. Ask yourself, […]
In the spirit of the season, we’re supporting our 2018 Community Beacon recipient, YWCA Greater Cleveland, with our time and treasure. Team members volunteered at YWCA events, most recently delivering donations, providing and serving lunch to homeless guests at the Norma Herr Women’s Center. It’s been a privilege to partner with the YWCA in their […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.