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Congratulations! You’ve successfully sold your business. As you close one chapter of your entrepreneurial journey, a new horizon emerges: the world of wealth management and investment. Transitioning from an active business role to managing an investment portfolio is a distinct…
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Six Strategies to Help You Reduce Investing Bias
Investing can be complicated, and our emotions often make it even more challenging. Investing bias will alter our investment decisions, usually for the worse. So, in this post we’ll discuss six practical ways to reduce investing biases, making your investing…
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Financial Contingency Plan: A Guide for Wealthy Families
The financial consequences for wealthy families without financial contingency plans are high, as uncertainties are a certainty. Since, the peace of mind that comes with having a substantial investment portfolio can be easily disrupted by unexpected events. Changing circumstances, legal…
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Stealth Wealth: Living a Low-Key Life of Financial Freedom
In recent years, the concept of “stealth wealth” has been gaining popularity among those seeking financial freedom while avoiding ostentatious displays of wealth. Stealth wealth is the practice of living a comfortable, even luxurious life without drawing attention to oneself…
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How to Benchmark Your Investment Portfolio
Investing can be a challenging endeavor, and one key aspect of successful investing is benchmarking. Benchmarking is the process of comparing the performance of your investment portfolio against a specified benchmark or set of benchmarks. By benchmarking your portfolio, you…
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Estate Planning Basics: Working with a Family Office
Markdale Financial Management is our family office dedicated to managing the financial affairs of wealthy investors. One of our key roles of our family office is to coordinate the work of investment and insurance, legal, and accounting professionals when it…
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Estate Planning Tips to Avoid Spoiling Your Children
As a wealthy investor, the question of how much money to leave your children without spoiling them is likely one that weighs heavily on your mind. While some might consider this a nice problem to have, it’s still a problem…
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Top 10 Problems Your Family Foundation Will Face Without a Succession Plan
Family foundations can play an important role in philanthropy and social impact, but their long-term success depends on effective leadership and governance. Without a succession plan in place, your family foundation may face a range of challenges that can undermine…
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Your Family Foundation Must have a Succession Plan
Having plans for the succession of your family foundation in place before they’re needed is critical if you want to avoid legal disputes, conflict between family members, and ending the good works your foundation supports. In this blog post, we’ll…
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Impact Investing Principles
One of the key challenges for impact investors and philanthropists alike is measuring & reporting impact. Investing in things that make us feel good or simply giving our money away to what we think are worthy causes is not enough.…