In today’s business landscape, the only constant is change. Whether you’re a business owner, investor, or someone planning for the next big financial move, staying ahead of industry trends can mean the difference between thriving and merely surviving.
QSBS allows eligible shareholders in qualifying startups to exclude up to $10 million in capital gains—or 10 times their original investment, whichever is greater—from federal taxes. That’s real money. For some founders, it could mean saving tens of millions when they exit.
As a business owner, you’ve probably been told over and over: “Debt is bad.” But let’s challenge that. Not all debt is created equal. If you're leveraging debt the 𝘳𝘪𝘨𝘩𝘵 way—like using it to acquire cash-flowing real estate—it can actually accelerate your path to financial freedom. I’ve had many conversations with business owners who hesitate to enter real estate investing because of the debt involved. But here’s the truth: 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝗼𝘂𝘁𝘄𝗲𝗶𝗴𝗵 𝘁𝗵𝗲 𝗰𝗼𝘀𝘁𝘀 𝗮𝗻𝗱 𝗿𝗶𝘀𝗸 𝗶𝘀 𝘄𝗲𝗹𝗹-𝗺𝗮𝗻𝗮𝗴𝗲𝗱, 𝗱𝗲𝗯𝘁 𝗰𝗮𝗻 𝗯𝗲𝗰𝗼𝗺𝗲 𝘆𝗼𝘂𝗿 𝗺𝗼𝘀𝘁 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝘁𝗼𝗼𝗹.
You’ve probably heard the pitch: “Make money while you sleep.” Sounds great, right? But after working with countless clients over the years, I’ve seen the reality: 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗻𝗼 𝘀𝘂𝗰𝗵 𝘁𝗵𝗶𝗻𝗴 𝗮𝘀 𝙜𝙪𝙖𝙧𝙖𝙣𝙩𝙚𝙚𝙙 𝗽𝗮𝘀𝘀𝗶𝘃𝗲 𝗶𝗻𝗰𝗼𝗺𝗲. Most so-called passive strategies are anything but. The key is not chasing shortcuts—it’s learning how to make smarter, long-term moves.
Is the economy as fragile as it feels? Discover what real-time data is revealing about growth, recession risk, and how the equal-weighted S&P 500 offers clarity in today’s market. Learn how informed investors are finding opportunity where others see uncertainty.
Founders and business owners like you don’t think in compartments. Your personal net worth is tied to your company. Your financial goals are tied to your business milestones. Yet, most advisors treat these as two separate conversations. You’re either paying an hourly consultant who doesn’t know your balance sheet—so their ideas lack financial context—or you’re working with an investment manager who never asks about your customer acquisition cost—so their strategies don’t reflect your business reality.