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December
30

Will the Financial Force be With You in 2018?

SOURCE: JP Dahdah, Posted in CEO's Blog

Yes, I did it.  I too am using a Star Wars reference to share my message with you this month.  Kind of hard not to since everywhere I turned this past holiday season there was merchandising, commercials, conversations and branding about Star Wars. Whether or not you saw the latest movie or are eve...

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November
30

Have You Outgrown Your Trusted Advisors?

SOURCE: JP Dahdah, Posted in CEO's Blog

If you are like most investors, business owners or entrepreneurs, you do not want to learn the hard way that you have outgrown your financial advisor, accountant or attorney.  One of the frustrating realities of being an alternative investor is that it is hard to find trusted advisors who truly und...

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November
02

Valuation Victories

SOURCE: JP Dahdah, Posted in CEO's Blog

November is known as the month of the year in which it is suggested to consider advantageous tax planning strategies to limit your exposure to “Uncle Sam.”  For Vantage, it represents the beginning of our team’s preparation for Fair Market Valuation (FMV) season.  Each year, Vantage is requi...

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