6/17/2022 Market Update

After a challenging week for the markets, Joe Cope, CFP discusses how we got here, why there’s room for optimism, and how we are managing our portfolios during this time. Check out this week’s #MarketUpdate

 

Videos

Estate Planning: Why the Tax Code Punishes Success and How to Fix It

Donor Advised Funds: How to Build a Family Legacy and Giving to Charity in a Strategic Way

ESOPs: How to Sell Your Business to Your Employees

Phantom Equity: How to Provide a Financial Stake in the Success of Your Company to Your Employees

Deferred Compensation: How to Implement a Mid-Term Bonus Plan for your Key Employees

Becoming Dispensable to your Business

Business and Personal Financial State of the Union: Valuable Tips Towards Financial Independence

Value Drivers: How to Get Top Dollar for the Sale of Your Company

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