This blog is a guide to financial planning for business owners.

You have the greatest superpower paired with a laundry list of disadvantages. Welcome to investing for professional athletes. Let's start...

Investment Management for Business Owners should be unique and tailored.

Professional athletes are constantly the center of attention. TV, social media, podcasts...you name it. With this attention comes a...

The excitement turned to sheer horror when I realized what I was going to be paying in taxes. Let me take you back. I had just signed my...

“You are doing great.” This was the line my financial advisor used to tell me as an 18-year-old kid. I was a kid who had just received...

In 2010, George Steinbrenner the owner of the New York Yankees, avoided paying $500,000,000 in taxes. The best part about this story is...

Picture this, you are on a rocket ship but with limited fuel. It is fun while it lasts but you need to plan now for when the fuel runs...

Wealth management for business owners is how you will protect your wealth for the long term.

For some of you reading this blog, you have had a loved one pass away. You know that those days are truly some of the darkest. Today we...

Done correctly players can get hundreds of thousands in retirement plan contributions, countless tax savings, and access to lifelong health care. Retirement planning for professional athletes is a mix of understanding specific information and how it connects to your life. I had seen the big contract numbers. I had heard of the opportunities Major League Baseball players had. Yet, one thing I didn’t understand was the MLB benefits plan. What benefits do players get? How are t

One of my greatest accomplishments in life was attending the University of Notre Dame. Thanks to hard work and dedication, I not only...

When you are dealing with investment portfolios we are talking about matters of opinions vs matters of fact. Our goal when we construct...

The standard operating procedure (SOP). If you are a business owner you have craved for these to be part of your business. Here are a...

When you are a business owner you are susceptible to many risks. If you are reading this you know this already, but you may not know if...

Every investment you make has a tax consequence. Yet, how you navigate your tax bill should be specific to you. The key is aligning your...

Sometimes you are good and sometimes you just get lucky. When it comes to money moves one of the luckiest times in my life was when I...

One of the most dangerous times for a pitcher is with two outs and the bases empty. As a pitcher, you have a laser focus on getting the...

Even the brightest stars can fall from the financial heavens when they neglect a rock-solid financial plan. Consider the cautionary tale...

In 2015, my Dad was running a business in my hometown of Saint Louis, Missouri. He had been running this business for over two decades....