SURVIVAL KIT—Risks of a family-owned business (Fall 2007 Newsletter)

One of the strengths of a family-owned business is often the simplicity of management structure. A relatively small group of individuals, sometimes one key owner/manager, makes the critical decisions that make the company run. >>Read More




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For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries. >>Read More

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The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

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