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Demographics and Stock Prices
James L. Davis, Vice President, Dimensional Fund Advisors
In 2005, James L. Davis analyzed the effect Baby Boomer retirement is likely to have on pricing of equities. As the Baby Boom generation reaches retirement age, the subject merits another look.
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Healthcare
Without Medicare
In Financial Planning, Donald Jay
Korn's Special Report details the facts early retirees must consider for maintaining health insurance coverage.
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| Economic Crisis? Really?
Nationally syndicated columnist George F. Will, writing in North County Times, questions the election-hyped idea of a crisis in the US Economy.
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| Greetings!
In this issue, Christopher Van Slyke presents a case study, further exploring options for business owners who are ready to move on.
Charles Stanley and Lynn Ryder Mason suggest private equity partnering as a way to manage situations where some family member/owners may want to buy out others.
Guest columnist Lewis Haskell explores 'Family-Wealth Alignment' as a strategy for multi-generational management of wealth.
Additional articles are included for your information.
We welcome your feedback! |
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So, What's Next? A Case Study.
 In our last newsletter, we discussed the questions facing business owners when they are ready to move beyond the business. We described ways we work with clients to "map out" a visual image with the client at the center. With this profile as a guideline, we coordinate a network of the experts needed to plan and implement the changes our client wants.
As promised, we present a case study so that you can see how we structure the process.
Commentary by Christopher Van Slyke, CFP, Capital Financial Advisors, L.L.C. |
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Keeping Control of the Family Business via Private Equity Partnering 
A Private Equity (PE) investment firm can purchase the interests of retiring, inactive or disgruntled family shareholders and allow remaining family members to retain control.
Private Equity Partnering
Commentary by Charles L. Stanley CFP, ChFC, AIF, Capital Financial Advisors, L.L.C. and
Lynn Ryder Mason, JD |
| From Success to Significance
'Family-Wealth Alignment' for the Road Ahead
 Lewis Haskell is founder and CEO of Virtualboard, an advisory service for CEOs, high net worth families, and their advisors. Lew is also the Managing Director of Tiger 21, L.L.C. a peer-to-peer learning organization. His article explores ways in which high net worth families align their values with the management of their wealth. By establishing strategies for the future, they determine that decisions will be made in keeping with their goals.
Guest Commentary by Lewis C. Haskell, founder and CEO of Virtualboard and Managing Director of Tiger 21, L.L.C. | |
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