"Listen to people in their 80s," she said. "They've stared just across the street at death for a decade. They know what's important in life." -Patricia Lyons Simon Newman via ... read more →
Save the Dates! Resources for Your Small Business/Financial Advisory Firm on April 5th & 9th Q. What are You Presenting at Money Smart Week Colorado? A. I have found the... read more →
Co-authored by Jon Hokama & Kevin Condon Some of you may wonder, “I’m a CFP/wealth manager who’s thinking of acquiring (or selling) my practice. How, exactly, can Jon Hokama and... read more →
Last week, I began to explore five beacons to guide us in the Present while planning for 2015 and aligning to our Finish Line. Although I first learned of these... read more →
This week let’s examine two more questions to discover the “alignment” between you, the owner, and your business. (See last week’s post for the first two questions). To answer these... read more →
Last week we introduced a concept that, to some of you, may be a new option. If you’re not ready to sell your business and ride into the sunset, imagine... read more →
Everyone asks if we’re ready for Christmas. Few ask if we’re ready for the New Year. New Year’s Eve is quite pedestrian; we will amble through it and enter 2014... read more →
This week's post is co-authored by Kevin Condon, an associate of JHA. Please see his bio below. When one buys or sells a firm, there are a number of key... read more →
Those of you who bear the CFP moniker or are NAPFA members are committed to the fiduciary standard of acting truly in your clients’ best interests. In the spirit of... read more →
This is the season of anticipation. Last week I talked about the unusual temporal turducken we just experienced. We, like that dish of a chicken nested in a duck nested... read more →
