Know What Your Business is Worth. Four Common Business Valuation Methods
Do you know the value of your business today? If you haven’t had a professional business evaluation recently, then you likely don’t know the correct answer. It’s crucial as part of your business succession plan that you have an accurate, current valuation of your business. Current is key. Because various factors, such as the economic climate and […]
CWO 10-Year Capital Market Forecasts (2021-2030)
We’d like to share our capital market forecasts for this decade. We update asset class assumptions annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations. This paper describes our input assumptions for the investment period from January 2021 to December 2030. Please don’t hesitate to conact us if you have any […]
Family Vacation Homes: How to Preserve Harmony and the Home
Summertime for some families means a trip to the family vacation home. Multiple generations gather to spend time together here, celebrating milestones and creating memories. As you reflect on so many unforgettable moments experienced here, the more you cherish the time spent at the family vacation home. You want your children to experience these feelings […]
Things to Consider Before Making a Change of Residence to a More Tax Friendly State
Many retirees find southern states quite attractive because of the warmer weather, lower cost of living and the ability to enjoy outdoor activities nearly year-round. Buying a new home to escape the winter weather becomes even more enticing when it also provides attractive income and estate tax benefits. However, you should know that your former […]
3 Common Retirement Plans for Small Business Owners
As a small business owner, you are responsible for every aspect of your company – establishing business goals, managing operations, and developing solutions to achieve those goals. But have you devoted any time to mapping out your retirement plan? Since you are working for yourself, you’re responsible for choosing and funding a retirement plan. There […]