CEO’s Blog

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…

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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 required to report…

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September
29

How Strong Is Your Financial Discipline?

SOURCE: JP Dahdah, Posted in CEO’s Blog

There are two critical attributes to financial discipline. The first is having the discipline of doing what you know you should do to be financially successful (i.e. saving regularly by paying yourself first).  The second, and the one most commonly overlooked, is not doing what you know you should not…

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