Business

A business owner told me he was about to create multimillion-dollar trusts for his kids. I asked him to reconsider his plan.

Which U.S. generation holds the most economic power? That’s the focus of a post by Iman Ghosh for Visual Capitalist, a piece…

Conditions during 2020 have contributed to a coming wave of merger and acquisition deals.

It might surprise you. The success of a long-term family business is not in the gregarious or charismatic leader. To the contrary,…

When Frank came into the office, he had already heard of Faith-Based or Biblically Responsible Investing (BRI) but he was pretty sure…

A quick roundup of news and views as all 50 states have started to reopen and experts consider economic and political developments…

In a matter of weeks, our world, our nation, and our communities have dramatically changed. How do we make sense of it…

It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared…

A recent UBS Investor Watch study notes that a whopping 41% of business owners expect to exit their business within the next…

What’s a demi-billionaire, and what does one look like? A demi-billionaire has a net worth of $500 million and up. The 2018…

There’s little doubt that in America we are attracted to the latest and greatest. It’s funny how often that new restaurant gets…

I speak often on the subject of giving and taxes.  Probably more than 2 years ago, I spoke to some ministry leaders…