If you can say no to the following five scenarios, you do not need any life insurance. Scenario #1 – When you die, it’s okay if your business dies with you. You are the owner of your very own privately-held company. You started it, grew it, and made it...
Get rid of customers – Get rid of products – Raise your prices. These ideas, while sounding a little crazy, actually can increase revenues. Let me share the story of a commercial printer that got rid of customers, got rid of products, and grew. Previously,...
By Kevin Marshall CFO and Vice President Global Investment Strategies A lot of our clients are successful enough to help others. This manifests itself through selfless charitable works and giving. It also manifests itself through investments, specifically as...
By Kevin Marshall, CPA CFO and Vice President Global Investment Strategies Here at Global Investment Strategies we have the pleasure of working with highly successful individuals and businesses. However, they did not all start out that way. I went back in time with...
by Jay Clifford, Vice President Global Investment Strategies Wayne Gretzky is arguably the greatest hockey player of all time. Definitely in the top three. After his playing days Gretzky transferred his skills to the business world and is achieving great success in...
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