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Articles

Buy-Sell Agreements Keep Your Business Afloat

March 28, 2018 by Jonathan Marshall

Brought to you by Jonathan Marshall in conjunction with Lincoln Financial Securities Corporation* Alex and Brad, both in their mid-forties, had just celebrated the tenth anniversary of Consulting, Inc., their market consulting business. The next morning, before going to work, Brad suffered a heart attack while jogging and died later that day. Alex suddenly lost his long-time business associate. Whats wife. The result was chaos. s wife were left with little choice but to sell the company on short notice for just a fraction of what they had hoped for. How could this fictional disaster have ...Read More

Are Your Assets Really Diversified

March 28, 2018 by Jonathan Marshall

Brought to you by Jonathan Marshall in conjunction with Lincoln Financial Securities Corporation* Yous especially desirable as your net worth grows over the years. The basic purpose of diversification is to reduce your portfolio risk and volatility. Its because no single type of investment performs under all economic conditions. A diversified portfolio is capable of weathering varying economic cycles and improving the trade-off between risk of loss and potential return. Of course, diversification cannot entirely eliminate the risk of investment losses or cannot guarantee a profitable inv ...Read More

Analyzing the Flaws in Your Financial Plan

March 28, 2018 by Jonathan Marshall

Brought to you by Jonathan Marshall in conjunction Lincoln Financial Securities Corporation* For most investorst simply happen. Instead, it must be carefully crafted to help meet your most important goals and leave nothing to chance. Of course, the future is unpredictable and your own personal situation changes over time. That makes it all the more challenging to answer the most crucial of financial questions: Are you on track towards achieving your financial objectives? As an investor looking to make the smartest possible decisions about your money, you need a comprehensive understandin ...Read More

Considerations on Selling Your Business

March 28, 2018 by Jonathan Marshall

Brought to you by Jonathan Marshall in conjunction with Lincoln Financial Securities Corporation* Whatever your motivation for selling your business, youll only get one chance to maximize the return on your years of hard work. Do it the right way and you could get the price you want and reduce the impact of capital gains and estate taxes. Do it the wrong way and you might end up with a hefty capital gains tax bill and estate planning headaches. You can increase your chances of a successful sale if you coordinate your efforts and work closely with a financial professional from the very mo ...Read More

Passing the Baton: Preparing the Next Generation of Independent Advisors by Leveraging Generational Differences

June 19, 2015 by Jonathan E. Marshall

The State of the Industry The average age of leaders and advisors in the industry has been increasing for decades. By 2014, one in 10 financial advisors was over the age of 60, according to MDRT. About 40 percent will be transitioning within the next decade, according to other sources. The greatest percentage of established and successful advisors are Baby Boomers and Gen Xers, while members of the giant Gen Y wait in the wings, ready to fill gaps. It by Jim Pavia. The Problem: Not Enough Knowledgeable Advisors Oddly enough, the root cause of this looming crisis in financial services ...Read More

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Securities and advisory services are offered to residents of FL, IN, KY, and OH through registered representatives of Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities and DG Advisors are not affiliated and neither provide tax or legal advice.

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