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The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. Many business owners say that their business is their retirement plan or financial independence plan. Does that make sense? Closely held businesses can be high risk, highly volatile investments relatively speaking. Calling a business a retirement plan is [...]
The FamilyBiz Q&A column provides answers to your family business-oriented questions from the subject matter experts at Thomas D. Davidow & Associates. What would life look like if I left the family business? Although it is difficult to predict the consequences of leaving the family business, it can be liberating and can even [...]
The ASK MIKE column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE column contains a mix of current as well as [...]
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. Does return always equal risk? Yes. If there is a promised or perceived returns above easily available investment vehicles like bank savings accounts, certificates of deposit or U.S. treasury bills there will be more risk. The basis of [...]
The ASK MIKE column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE column contains a mix of current as well as [...]
The FamilyBiz Q&A column provides answers to your family business-oriented questions from the subject matter experts at Thomas D. Davidow & Associates. Should my spouse have a say in the family business? Should my spouse who does not work in the family business have a say in compensation or other matters involving the [...]
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. What is time horizon? Time horizon is a slightly simpler concept than risk tolerance, but is certainly subject to constant change. An investor’s time horizon reflects their ongoing needs for pre-determined cash amounts, rising income requirements as retirement [...]
The FamilyBiz Q&A column provides answers to your family business-oriented questions from the subject matter experts at Thomas D. Davidow & Associates. What Is Most Difficult about Letting Go? Maybe it is my age, but I am starting to see that the senior generation gets a bad rap for shouldering the blame /responsibility for not [...]
The FamilyBiz Q&A column provides answers to your family business-oriented questions from the subject matter experts at Thomas D. Davidow & Associates. Should I stay in this family business or go? I am a non-family member working in a family owned business where the family members are always fighting. As a result of all [...]
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. Are business owners considered financially independent because their business is part of their wealth? Though a business is part of the business owner’s assets, as long as the owner is working in the business dependent upon it [...]
The ASK MIKE column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE column contains a mix of current as well as [...]
The ASK MIKE column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE column contains a mix of current as well as [...]