Author Archive | Chase


Investing is War and Demands a Battle Strategy

In our life-long experience as wealth management advisers, we have observed that investors of all kinds – including some ultra-high net worth investors — tend to focus entirely on the return of their individual investments. However, this approach is fundamentally flawed and puts investors at serious risk. Simply put: investing is war, and as such […]

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What to do about your January portfolio disaster

East Bay Business Times By Hutch Ashoo & Christopher Snyder Stories Told from Experience Things to ponder 1. Why do experienced investors continue to lose money? 2. World-class investment management is independent and considers the view from 30,000 feet. 3. It is always greener on the other side; past performance is no indication of future […]

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How to make wealth management expertise pay off for you.

For a year we have written articles on wealth management. Our goal is to provide powerful real life scenarios with actual issues and challenges. Some stories were of financial disasters and others were of financial successes. Either way, we want you to learn from what others have experienced. So we can continue to offer the […]

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Selling Your Business Successfully – (part 1)

Profitable, well-managed privately held businesses sell for tens of millions or even hundreds of millions of dollars. So what steps should you follow to orchestrate a successful and profitable exit for yourself? Here are some critical success factors for a cash-out event: A good process: A logical approach that considers all factors. A good match: […]

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Where financial advice falls short, and can leave you short

Is your financial advisor asking the right questions? Is your portfolio routinely stress tested to keep you on course? The typical advisor is quick to find an appropriate asset allocation based on a client’s objectives, risk tolerance and time horizon. That’s the easy part. Take-aways • Your financial security may be based on faulty planning! […]

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