Why did Charles Wilton sell Citi Bank and buy John Deere? Comments0
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These …
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10 Things That Make Your Business More Valuable Than That of Your Industry Peers Comments0
Republished with permission from Built to Sell Inc. The value of your company is partly determined by your industry. For example, cloud-based software companies are generally worth a lot more than printing companies these days. However, when we analyze businesses …
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Mike Flux – General and Investment Alternatives Update Q2 2014 Comments0
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 of 2014. We also discuss how to interpret the current events, and how to properly …
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Four Mistakes to Avoid When Creating a Retirement Income Plan Comments0
Today, I want to talk about the four common mistakes that retirees should avoid making when creating a retirement income plan. These are: Not factoring in inflation Not factoring in income taxes Poor structure of investment management fees Believing in …
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A blood pressure test for your business Comments0
Republished with permission from Built to Sell Inc. When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything. How …
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Charles Wilton – Why It Was Time To Sell Walgreens Comments0
A new interview with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. In today’s episode, we talk about the recent disposition in his portfolio and why he decided to sell Walgreens. IRONSHIELD Financial Planning’s “Fly …
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5 Ways To Attract The Attention Of An Acquirer Comments0
Republished with permission from Built to Sell Inc. In any negotiation, being the person who makes the first move usually puts you at a slight disadvantage. The first-mover tips their hand and reveals just how much he/she wants the asset …
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Important Steps To Financial Freedom: Expenses, Debt and Diversification Comments0
In order to come up with a solid financial plan that focuses on your financial freedom you need to get clear on where you stand right now so you can determine whether or not your current financial state will support …
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