Family Business Transition Guide

Monday, 14 January 2019 Dennis Doble

Preparing for succession or transition in your family business requires prudence, contemplation and organization.

Family Business Transition Guide

As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate your business’s value or the amount of life insurance the business might buy. Your vision for your business, the objectives you hope to achieve from the transition, and whom you choose as a successor—a family member or someone else—are ultimately what will drive the plan and its execution.

4th Quarter 2018 and Annual Market Review


4th Quarter 2018 and Annual Market Review


Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Select Currency Performance vs. US Dollar
Real Estate Investment Trusts (REITs)
Fixed Income
Impact of Diversification

The Transition Decision: Thinking Big for 2019

Friday, 28 December 2018 Dennis Doble

Champagne pops, songs are sung, and resolutions get made. And this year, you want to make a big transition.

The Transition Decision: Thinking Big for 2019

For me, it always starts with how I feel and my ability to chase around my children with increased energy. And so, I begin my annual diet/workout regimen, in hopes of winning the bet with my friends. There is some sort of re-birth that January 1 brings to all our hopes and dreams. You’ve been on a path for a while, perhaps it's a career or a relationship and now, as you’re reaching mid-life/mid-career, you are starting to question if it’s the right one for you. Before you make any rash decisions let’s take a moment to explore what you want to change, why you want to change, and then the all-important how of making a major life course correction. In this article, we will go over some techniques and thought exercises that everyone who wants a life change could benefit from.

The Power of Markets

The collective knowledge of buyers and sellers helps investors harness the power of financial markets.

The Belichick/Patriots Approach to Tax Planning

Monday, 19 November 2018 Dennis Doble

With the Patriots in full swing, we thought this would provide an interesting way to frame tax planning.

The Belichick/Patriots Approach to Tax Planning

With Belichick at the helm, I always think that his process is his most valuable commodity. The Pats get off to slow starts quite often in my eyes, but their September team is often completely different from their December (and beyond team). They show progress and are constantly innovating. It’s great to think of your tax planning in a similar fashion. This year’s long-term plan could be affected by new legislation, newfound wealth, new transitions, etc.

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