If you want to win Wimbledon, you should figure out what Serena Williams has for breakfast. If you want to maximize your portfolio efficiency, you should learn from family office best practices. In this blog, we’ll focus on a little-known but important discipline known as asset location.
For many business owners, taxes are their largest single expense. Larger than qualified plan contributions, larger than their mortgage, sometimes even larger than the kids’ college education. If taxes take the biggest bite out of your working capital, your tax strategy may be as important as your go-to-market strategy.
Stoicism, the ancient Hellenistic philosophy, is making a comeback these days. Warren Buffett, Jeff Bezos, and Mark Zuckerberg are among a large and growing number of super-wealthy people who have embraced the tenets of Stoicism. If you’re concerned about your investment portfolio, it might be a good idea for you to look into it as well.