Matt Potter from SEI, our investment partner, joins us for our latest recorded webinar on where the market and economy is today, and how our portfolios can be impacted. Check it out above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
Matt Potter from SEI Investments, our investment partner, joined OWM to review where the markets and economy have been recently and provided a look ahead as to what might be around the corner. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
Our latest session from our Exit Planning 101 series explores what it means to be a valuable company vs. sellable company and what a successful sellable business looks like. Watch the recorded version above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In our latest recorded webinar, from the “Exit Planning 101″ series, we discussed important personal financial planning considerations for business owners as they are preparing to sell their business. Watch the recorded version above! Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In our latest recorded webinar, from the “Exit Planning 101″ series, we discussed understanding the value of your business. Watch the recorded version above! We are taking a break for the summer for our “Exit Planning 101” series, but please join us in September for more content on exit planning. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In this episode of Bridging the Gap, Jared and Lisa give their views on the inflation story and talk about the future of credit cards in a post-pandemic environment. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In our latest recorded webinar, from the “Long Life Planning” series, we discuss COVID-19’s impact on Social Security claiming decisions, guest starring nationally-acclaimed speaker, Mary Beth Franklin. Social Security is the major source of income for most of America’s senior citizens. Among Social Security beneficiaries age 65 and older: • 50% of married couples and 70% of unmarried persons receive 50% or more of their income from Social Security • 21% of married couples and about 45% of unmarried persons rely on Social Security for 90% or more of their… Read More
In our latest recorded webinar, from the “Exit Planning 101” series, we discuss “Establishing Owner-Based Goals for Your Exit Plan”- a critical starting point when contemplating the transition out of your business. While most business owners assume it’s all about the money, we dive deeper into both financial AND personal considerations as you build your exit planning strategy. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In this episode of Bridging the Gap, Jared and Lisa discuss the recent price surges in AMC and other “meme stocks”, and the changing trends in workplace attire. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
In this episode of Bridging the Gap, Jared and Lisa recap some of 2021’s trendy topics, discuss the hot housing market, and break down the recent news concerning Big Oil and ESG. Please feel free to Like, Share, and Subscribe: OWM’s YouTube Channel.
