◀ The Principal Blog

Posts from the ‘Advisors’ category

Fair isn’t always square in transition planning



I want to tell you a story about a family business, a tragic loss and the three sons left to deal with the aftermath. It was a classic American family, husband and wife working together to make the most of their hard-earned success. The youngest son wanted to one day follow in his parents’…

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Advisors, Got 20 Minutes to Generate New Assets?



We’ve all got “that friend” who’s always the first to buy into new technology, right? My friend, Jane, purchased an iPhone in 2007, shortly after it came out. Every time we’d get together, she’d tell me how cool it was or how easy it was to use (she even demoed an early app – a light…

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