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BGW Articles

Estate and Trust Planning

As a parent, you have to protect your family when you are alive and when you are gone. The best and most comprehensive way to do this is to come up with a proper estate plan like a trust fund. A trust fund helps you to plan your estate by establishing a legal entity to

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BGW Articles

Investment Management

Since the main objective of investing is to make money and realize value growth, you need to choose the kind of investment that will give you the desired reward, both short-term and long-term. Growth in size and value of your assets is critical to the overall success of your business and wealth. Most of the

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Business Planning

Business Owners – Let’s Make a Plan

Business owners are some of the best planners. Ask them about their company, and they can tell you what their 10-year goals are and the strategies to get there. It makes sense because that business is what that owner knows inside and out. But what we as business owners are notorious for is pushing off

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Business Valuation

Business Valuation Basics

As an investor, you always have to be aware of the economic value of your interests in the business. The only way you can get these estimates right is through a professional business valuation. Apart from knowing the economic value of your investment, there are many other reasons why business valuation is important. But what

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BGW Articles

Investment Planning

The easiest and most effective way to make your financial life better is to make a smart investment. The investment will give you enough funds to make your dreams come true. But for you to succeed in whichever investment you want to make, you need to have a clear investment plan. Investment planning is an

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Financial Indicators

Why We Are All Watching Inflation

The single topic I am getting the most questions about from clients recently is inflation. We’ve seen the discussion about discussing raising rates move the stock market, so let’s dive into why higher inflation is typically viewed as a negative for the stock market. First, we need to understand why inflation can drag down the

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