It is common to assume that you should only purchase life insurance if you think that the loss of a person would create financial hardship in the family. Most commonly, people attain insurance for bigger investments such as homes and cars, however, items like phones...
Did you know, one of the greatest singers in the world, Aretha Franklin did not leave a will after her passing? Both Prince and Aretha Franklin may have thought they had their affairs in order in the event of death considering that they probably had the best advisers....
Whenever we survey small business owners, they are always eager to share their tricks and strategies for success. Over and over again we have noticed that they have at least one commonality—the ability to look ahead and envision what their own personal success will...
If you have a valuable legacy or have many assets, you probably already know how important it is to keep your financial plans up to date. However, being a high net worth individual does not guarantee immunity to commonwealth management mistakes. Because your portfolio...
I’m going to be completely honest about luck, though you might not believe it. The less in your life that you leave up to chance the luckier you’re going to be. Some people in life seem to have all the luck. Fate seems ever-inclined in their favor, and the...
How do you make sure that your business’ accounting is in the right hands? Here are five sure-fire strategies for accounting success as described by an industry leader. As a private business owner and CPA, I am familiar with the obstacles and challenges inherent...
It can be daunting to locate and hire a business attorney to represent your legal needs, especially if you operate a small business. These days, a business endeavor simply cannot survive without a business attorney, who will protect that business’ interests. It...
How Leaders Leave Unforgettable Legacies Most commonly, the majority of leaders don’t ever leave a legacy. They are usually forgotten when they leave an organization, or rarely ever mentioned. There are also even leaders who leave a negative legacy. The most...
Recently one of our clients asked us to help him find a new bank for his successful business! It became apparent to me why he had incredible success—he had a clear vision of how his financial relationship should be with his family business! His needs were on point:...
At Global Investment Strategies LLC, we regularly work with high-net-worth companies and individuals, many of whom are tremendously wealthy. Every day we learn the habits of our clients in terms of wealth creation, and they continue to teach us a great deal about...
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