Doug McClure, CEO Global Investment Strategies I have had the pleasure of owning several successful businesses and working with scores of customers and helping them grow their companies. Over the years I’ve made mistakes, some of them very expensive mistakes. Let me...
Life insurance plays a number of important roles in the business world, benefiting business owners, employees, and family members. Three categories to consider are Business Continuation, Retirement Planning, and Estate and Survivor Financial Planning. Business...
We are not talking about Star Wars when we mention the Dark Side of ESOPs. We are talking about a very real, financially and fiduciarily binding obligation each ESOP must deal with – the repurchase of company shares of stock that employees participating in the...
If you are a Baby Boomer and the owner of a privately held business, you either are or will be part of one of the greatest transfers of private wealth ever. Baby Boomers (1945-1964) are now in their mid-50’s to early 70’s. The wealth transfer applies to each and every...
Doug McClure, CEO of Global Investment Strategies, and Ken Cook, VP of Global Investment Strategies, recently shared some of their thinking about client relationships, sales, and the success of Global Investment Strategies. A question was posed – What are some...
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