Estate Freeze

Estate Freeze

The estate freeze solution is the preferred strategy for transitioning a business to your children due to its tax efficiency and the ability for you as a business owner to maintain control.   How it works Let’s say you own a business that’s worth $5,000,000. That $5,000,000 of value will be reflected in the value…

The Bear Market Playbook

The Bear Market Playbook

As we find ourselves in a new bear market, let’s review three different strategies for making the most of this market condition. The Bear Market Playbook bases each strategy on a different risk tolerance level.   Option 1: Poke the Bear Rebalance Your Portfolio Rebalancing your portfolio is the process of making trades to move…

Sell Now and Buy Back Later

Sell Now And Buy Back Later?

Why don’t we sell and get back in once it’s better? Trust me, I would love to do that for you, but the risk isn’t worth the reward. To begin this analysis, let’s go over your two options Ride the wave Get out and then get back in   1.Ride the Wave Strategy With this…