From Building Wealth to Living on It
Retirement changes the questions your portfolio needs to answer. Review actual costs, company-stock exposure, cash needs and tax trade-offs with Todd Smurl, CFA.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
How Founders Can Protect Wealth Before a Liquidity Event: A Hypothetical $5.8M GRAT Transfer
See how a two-year GRAT illustration reaches a $5.8M remainder, why the timing of growth and annuity payments matters, and how it fits a family's plan.
Section 1202 QSBS: What to Review Before a Business Sale
Review QSBS eligibility, acquisition dates, holding periods and gain limits before a business sale, then connect the proceeds to your personal investment plan.
Cash Balance Plans: A Retirement Strategy for Medical Practices
How a cash balance plan can expand retirement funding for a medical practice, with a worked tax-deferral example and a clear role for investment management.
Hypothetical Case Study: How a Simple Business Pivot Almost Cost a Tech Founder $2.4M in Taxes
How a proposed equipment-leasing expansion could put a founder's QSBS exclusion at risk, and why business-sale proceeds deserve a personal investment plan.
The Top 5 Mistakes to Avoid When Selecting a Financial Planner
Choosing a financial planner? Compare fiduciary responsibility, credentials, total costs, investment process and personal fit, not recent returns alone.
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