As a successful professional selling or exiting your business, selecting the most appropriate strategy for you is critical for achieving not just your potential for wealth, but your potential for living.   1. Strategic (Industry) Buyer  Strategic buyers often pay the highest price, however, may restructure the acquired company.   2.

A few months ago, I welcomed my first puppy, Banjo, into my home and let me tell you – he’s an adorable handful! Like most new pet parents, I was excited to embark on this adventure. I also had a lot of questions: Is my puppy healthy? What are the best ways to protect him from risks? And is his incessant night yowling really considered normal? (Unfortunately for me and my neighbors, the answer to the last question was a resounding yes.

There are endless combinations of investment strategies and products when it comes to building an asset allocation. The obvious questions are always: how to select the best strategies/products, and how to manage them. I want to focus on the “how to manage them” part. Many people prefer to simply invest their savings in low cost, passive exchange-traded funds (ETFs), or mutual funds; parking them there as broad diversification to the equity markets.

The game 501 (sometimes also played as 301) is simple. You throw three darts per round and your score starts at 501. Each dart you throw reduces your score by the amount you hit. If you had 486 points to start the round, and your three darts total 26 points, you’ll begin the next round with 460 points. The goal is to get all the way down to exactly 0 as quickly as possible. Now that you know the rules you can start playing the game.

*The following article was contributed by Kevin DeSanto, Managing Director and Co-founder at KippsDeSanto. Launching your own business is one of the most monumental decisions you’ll make in your life. During those years building up the business, negotiating deals, hiring staff, and investing in your growth, you’ve made countless more monumental decisions – sometimes ones that will make or break the company’s success.

Hedge funds, asset classes, benchmarks, alpha…these are all terms that Financial Advisors spew at a disturbing rate in an attempt to sound smart, win your business, and differentiate themselves from all the other standard-issue advisors out there. But confusing you into becoming a client isn’t the way a true partnership should work.

At Monument, we’re tired of financial advisors spewing out jargon and B.S. to the public in an attempt to look smart, sell something, or over-complicate wealth management when people are simply seeking clarity.

We’ve all heard the song… “Breaking up is hard to do”. But when it comes to the care and protection of your family’s wealth, you may just have to rip off the band-aid with your current wealth advisor and know you’ll be better for it in the long term.