Your business functions as a thriving ecosystem. However, what might surprise you is that roughly 80 percent of its value is derived from intangible assets, according to the Exit Planning Institute. These encompass human capital, customer capital, structural capital, and social capital. While each of these intangibles are critical components of your business valuation, human […]
Do I need a financial advisor, or should I do it myself? Perhaps your circumstances have changed, and you keep asking yourself this question. While arguments can be made for both sides, choosing to work with a financial advisor can help you map out your financial future with the goal of achieving independence and empowerment. […]
In the latest update from CTWM’s Investment Committee, John Shanley, Partner & Managing Advisor, and Josh Sweeney, Director of Investments, answer three questions that have been top of mind for our advisors, clients, and all who stay in tune with market events. 2024 Market Outlook & Election Impact Keeping with the theme of “broken record,” […]
In celebration of Women’s History Month, we are spotlighting valuable insights from female leaders in our community. In this interview, Connecticut Wealth Management (CTWM) chats with Rhonda Tobin, Managing Partner at Robinson+Cole, a law firm with 500 attorneys and professional staff throughout the Northeast, mid-Atlantic, Florida, and California. Rhonda Tobin is a highly-regarded trial attorney […]
In a survey conducted by Charles Schwab, nearly half of executives surveyed stated that they were afraid of making a mistake when they exercise or sell their stock awards. The primary reasons cited for not exercising or selling included concerns about market conditions and the potential tax implications. While it may seem complex and difficult […]
In the latest update from our Investment Committee, John Shanley, CFP® and Josh Sweeney, CFA reflect on the market in 2023 and provide insight into their outlook for 2024. The Highlights At CTWM, we remain focused on the long-term and meeting the needs of clients’ financial plans. Our Investment Committee continues to evaluate various areas […]
For many of us, we are accustomed to setting well-defined goals in our professional lives and measuring progress toward their completion. But when it comes to setting personal goals, this can be a daunting task for many, especially executives and business owners who balance very busy schedules. Without understanding the true motivation behind our personal […]
How do you retire when you’re running a company and there isn’t clarity around what you and your business need to be successful in the future? You build a plan. A succession plan is one of the most important documents for a business owner, as it details your vision for leadership of the company when […]
Megan Trask, CFP®, John Shanley, CFP®, and Josh Sweeney, CFA provide an Investment Committee market update from the last quarter. Connecticut Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and […]
This article was originally published in Hartford Business Journal’s Ask the Expert and features Charles (Chip) Olson, Partner & Managing Advisor at Connecticut Wealth Management (CTWM). What is the significance of a trust? For many, the significance of a trust is to plan out their legacy, but it is also a tax planning vehicle and can be […]