Brian Cochran Gives Perspective on the Banking Crisis
There’s a lot of uncertainty and fear surrounding the collapse of Silicon Valley Bank. Brian Cochran talks about the banking crisis and what it means for you in this video.
Read MoreSuccessful Succession Planning
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But when succession is planned carefully and handled as a collaboration between successor and…
Read MoreHalf Your DAF
2020 was a unique year financially, resulting in a lot of cash just sitting there, unused. This is a perfect time to give and “half your DAF” (donor advised fund). Ask yourself, how much do I really need? How much is enough and what do I do with the rest? Many people find they have…
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