Charles Baldwin, Author at Independent Wealth + Business Advisory

Author: Charles Baldwin

ARE 60 / 40 PORTFOLIOS DEAD?

Thoughts on the traditional 60/40 portfolio strategy in light of subdued capital market expectations.

Why You Must Audit Your Life Insurance Policies

Your grandparents may have purchased a permanent life policy, put it in a drawer and forgotten about it—and that might have been okay—but today’s life insurance policies are complex financial instruments and need to be monitored like any other asset in your portfolio.

Exit Planning – Why it Matters

“I’m ready to sell my business.” Many business owner conversations with Baldwin & Clarke Corporate Finance (BCCF) (our investment banking arm) begin just that way. Unfortunately, their businesses may not be as ready as they are: at least not for what they think it’s worth or need. What it’s worth to him or her may not be what it's worth...

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Categories

ARE 60 / 40 PORTFOLIOS DEAD?

Why You Must Audit Your Life Insurance Policies

Exit Planning – Why it Matters