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Crypto Crash: 7 Experts Break Down Causes, Whether to Buy the Dip

Crypto Crash: 7 Experts Break Down Causes, Whether to Buy the Dip
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Inside Wealth s Mini-Guide to M&A Options | Wealth Management

Inside Wealth’s Guide to M&A Options Mercer Advisors, Dynasty Financial and Journey Strategic Wealth executives shared what RIAs should contemplate before selling their firms, either internally or externally. Principals of advisory firms know that if they want to monetize their practices, there may be no better time than right now. The reason? An 11-year bull market has driven valuations for firms into record, and possibly unsustainable, territory; a coming increase in taxation on capital gains makes holding off on a sale risky; and a fiercely competitive market for more valuable, high-net-worth clients prompting growth-minded firms to broaden their offerings with in-house estate planning, tax preparation and trust services.

The New Way Forward for Finding the Right Financial Advisor

The New Way Forward for Finding the Right Financial Advisor Goose Rocks Wealth is excited to announce the official launch of a personalized consulting business for executives and entrepreneurs looking to evaluate and hire a financial advisor. News provided by Share this article Share this article KENNEBUNKPORT, Maine, April 29, 2021  /PRNewswire/  Today, Goose Rocks Wealth announced its official launch, providing clients with one-on-one personalized guidance to accelerate their search for a financial advisor suited to their needs. Thanks to many innovative technologies, the wealth management space has never had more solutions available to clients. Now the challenge for clients is deciphering between so many alternatives. Given the importance of such a decision, the founder of Goose Rocks Wealth, Jason Pinkham, is now repurposing his own experience to provide clients with a seasoned consultant to expedite their search.

The New Way Forward for Finding the Right Financial Advisor

The New Way Forward for Finding the Right Financial Advisor
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10 Tuesday AM Reads - The Big Picture

10 Tuesday AM Reads My Two-for-Tuesday morning • Archegos Appeared, Then Vanished Start with a lot of money. Borrow a lot more money. Use all that money to buy a ton of small stocks, cornering the market and pushing up their prices. Prices go up, you have more equity your positions automatically deleverage. You use that to borrow more money and plow it back into those stocks, pushing them up more. Repeat forever? (Bloomberg) see also Purposeless Capital Money without a goal is mere lucre. Capital without a purpose is simply currency awaiting mischief. Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful purpose has magical powers. (The Big Picture)

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