Many small to midsized companies found it challenging to sell in 2023. This was mostly due to the rise in interest rates and the hesitation from private equity...
Money Matters
Capital Gains tax is something that most business owners and investors are familiar with. However, there is a lesser-known tax for which business owners and...
Looking back at my previous articles will give you contextual data relative to where we are today as l reference their relevance in this article. While some...
As we close out 2023 and plan for 2024, there is a lot of noise about where the economy is headed. Every presidential election year, doom and gloom or empty...
Traveling has picked up in the last couple of years, so have travel costs. However, it is always good to travel when you can. As business owners, traveling...
ESG investing is a new concept for many investors. However, it has been around for a while. I recall taking an impact investing class in business school and...
A client of ours recently sold an auto service business for a price just north of $3MM. He heard about different financial investment strategies that offered...
While talking to my dad this Father’s Day, I heard a few alerts on his phone. After a few beeps, he pulled his phone out of his pocket and showed me the...
Learning how to read charts and graphs is important. So much so that when I was preparing for the General Management Admissions Test (GMAT), the test makers...
A deep recession might not happen in 2023. While the current equity and bond markets seem unpredictable, there are telling trends on where opportunity will...
“Investor First!” was boldly posted on a Real Estate investor’s Instagram. Her message was loud and clear. Among dozens of others in social media...
Laura Pereira has been my good friend for a long time. I met her while she was doing her undergraduate studies in San Francisco, California. Laura is from...
“So, what can I purchase to get a tax deduction?” According to my associate, CPA Kevin Lin, “This is a common question taxpayers ask when they...
“I’ve been looking at various strategies for investing for and with my kids. I’m currently considering Real Estate investments.” This was also on...
There is no shortage of discouraging financial news today. Rather than jumping on the interest rate and inflation bandwagon, let’s reflect on ourselves. As...
Never assume your child will not go to college. It is essential to start preparing for your child’s education now, even if you don’t believe going to a...
Recently I was contacted by a business creation team from UCLA’s MBA school of management. They had come up with the idea of using clips of films created to...
My millennial cousin, Laura, works for a well-known consulting firm that transitioned to remote work during the Covid 19 pandemic. Originally from the Bay Area...
I recently had a conversation with my brother-in-law about the current real estate market. He is interested in becoming a real estate broker and is uncertain...
It’s an honor for me when my clients refer their children to me. Jason Albert has been my client since 2014. Throughout the years, his family has...
