Entries by Amanda Rogers

Diversification vs Equity Concentration – Timing is Everything

Diversification protects and grows wealth but wealth creation comes from Equity Concentration

Understanding the dynamics of wealth management often revolves around two key concepts: diversification and equity concentration. While diversification is about spreading investments to reduce risk and foster steady growth, equity concentration focuses on investing heavily in fewer assets to create wealth.… Read More

A Business Owner’s Guide to Mergers, Acquisitions and Exit Planning

For any business owner, the journey from inception to exit is filled with challenges and opportunities. An effective exit strategy is a crucial part of this journey, offering a roadmap to navigate significant transitions like mergers, acquisitions, or retirement. This guide delves into the nuances of exit planning, focusing on strategies that can maximize benefits for you, your family, and the legacy you’ve worked so hard to build.… Read More

Navigating Wealth Transfer: The Strategic Use of Life Insurance

When it comes to wealth management and estate planning, life insurance remains an underappreciated tool. Beyond its primary function of providing financial security after the loss of a breadwinner, life insurance can be a versatile vehicle for tax-advantaged wealth transfer. In this post, we’ll explore the roles of various life insurance policies, including Term Life, Leveraged Life Insurance, and Private Placement Life Insurance (PPLI), in wealth management.… Read More