Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Mike Karmin, Wealth Advisor at Strategic Wealth Partners, recently sat on an XPX panel discussion regarding financial strategies for business owners. Some key topics that Mike spoke about included:
- Different ways to deal with multiple owners who have different goals and priorities
- The pre-sale planning process that owners should consider
- The role of company retirement plans in growing a business
Mike is a member of the leadership group of Exit Planning Exchange (XPX) Chicago, a multi-disciplinary, non-profit community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.
