FINANCIAL AND LEGACY PLANNING:
WEALTH MANAGEMENT:
- Charles Schwab – Mid Year Outlook 2018
- Morningstar Markets Observer 4th Quarter 2018 – Data as of 9-30-18
- Polen Capital – Credit Quality and Valuation Trends of the S&P 500
CORPORATE FINANCE:
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BUSINESS SUCCESSION/ EXIT PLANNING:
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Informative Exit Planning Articles:
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- Why Maintaining Planning Momentum Is Important
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Exit Planning White Papers:
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- Headwinds
- Leaving Your Business Is Inevitable
- Successful Transfer of the Family Business
- Top 10 Deal Pitfalls
- Transferring Wealth to Children – A Primer for Business Owners
- Transferring Your Company to Key Employees
- Using Short-term Key Employee Incentives to Increase Sale Price
- Value Drivers