Every month, we release new unique articles to provide helpful tips and insight on finance and business.

Six Steps for Managing a New Inheritance

An inheritance can combine two of life's greatest challenges: money management and the loss of a loved one.  They are uniquely bittersweet, often balancing serious personal grief with significant financial gain.  An inheritance, even for those expecting one, can lead...

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Hill Climb or Crash – What will markets do next?

There are clearly many concerns where markets are headed across the globe. A quick search on “US Recession” will bury you with an abundance of headline grabbing results. Global growth is slowing as indicated by various manufacturing and spending data points. China...

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9 Things to know about Bear Markets

2018 was a record setting year for investors of all kinds. Like all things great, a reset of expectations is needed from time to time. Here’s what you need to know about the dreaded bear market with a brief look at history.    20%: Market cycles are measured from peak...

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After nearly 10 years of witnessing the U.S. economy and stock market recover and thrive, many investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. Despite the market weakness we saw at the end of 2018, at LPL Research we...

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Establishing Autonomous Operations

Let's face it - if building a business was easy, everyone would have one. Building a business is hard work, and so is running one. If entrepreneurs aren't careful, it's easy to get swallowed up trying to manage it all. Starting out, it may be possible for...

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Going for Growth (Originally in Forbes)

Growth is a conscious action. In nature, seedlings become towering pines by design, not by accident.  Trees grow following a planned strategy and maximizing the resources in their vicinity. A business is not overly dissimilar. Rarely will a business grow...

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Placing Cash Flow First (Originally in

Profit can be tricky. On the surface profit is fairly straightforward: earn revenue, pay expenses, then sit back and count the rest. In practice, things become much more complicated. For years, the popular mindset has advocated placing profit last,...

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Engineering an Exit, Hire Your Buyer

Hire slow and fire fast.  Sagacious advice which can apply to entrepreneurs with enough room for one employee or one hundred. Most entrepreneurs live and breathe their businesses.  Sometimes, this can get in the way of hiring the right people as often,...

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Stop Raising Capital, Start Producing

Some entrepreneurs may be in for a buzzkill.  Today, entrepreneurship is hot and many young professionals are rapidly creating businesses with high hopes of quickly cashing out.  It's time to face a hard truth: simply establishing a business doesn't make a...

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