How to Prepare Heirs Before the Wealth Transfer

Reflecting this Father's Day, I keep coming back to this: the wealth that lasts isn't money. It's judgment, values, conversations.

https://pnwadvisory.com/insights/prepare-heirs-generational-wealth-transfer

Stress-Test Portfolio Concentration Amid Stretched Valuations and Rising Rates

After 30+ years, something in this market feels off. Valuations are stretched to levels we have not seen in a generation, and the wrong things are winning.

https://pnwadvisory.com/insights/stress-test-portfolio-concentration-rising-rates

Quality of Earnings Report: Protect Your Business Sale

Here's what a quality of earnings report means for your business sale. Avoid surprises that can sink deals.

https://pnwadvisory.com/insights/quality-of-earnings-report-business-sale

Why Hitting Your Number Never Feels Like Enough: A Wealth Advisor's Honest Reflection

Everyone says hit your number and you'll feel free. After 33 years, I've never seen the number stay put.

https://pnwadvisory.com/insights/why-hitting-your-number-never-feels-like-enough

Inflation Protection Strategies for Business Owners When Prices Keep Rising

Here's what 4.2% inflation means for your wealth: cash is losing ground every month. Real assets and I Bonds are worth a hard look.

https://pnwadvisory.com/insights/inflation-protection-strategies-business-owners

Reps and Warranties in M&A: 5 Promises That Claw Money Back After You Sell

5 things $10M+ owners get wrong about reps and warranties. The 4th one quietly claws cash back out of escrow a year after closing.

https://pnwadvisory.com/insights/reps-and-warranties-ma-5-promises-claw-money-back

Should You Move to Cash Before the Fed Meets? A Fiduciary Explains

A founder called me wanting to go all cash before the Fed meets. I asked one question.

https://pnwadvisory.com/insights/move-to-cash-before-fed-meeting

Sequence of Returns Risk: Avoid the Retirement Trap

After 32 years, I've seen one mistake cause panic in flat markets: withdrawing too soon. Plan your spending before the downturn.

https://pnwadvisory.com/insights/sequence-of-returns-risk-early-retirement

Why the Best Investors Never Leave Before the Clock Hits Zero

This weekend my family is house divided: Texas baseball vs. Oregon, where my son landed.

https://pnwadvisory.com/insights/why-investors-leave-before-the-clock-hits-zero

Changing Residency Before a Business Sale: Avoid Tax Traps

Maine, Oregon, and Washington are now taxing founders on the way out. Here's what that quietly makes a Texas exit worth.

https://pnwadvisory.com/insights/change-residency-before-business-sale-texas