business owner services
06 Dec: Benefits of Long Term Investing
By John Bovard, CFP®
15 Nov: How to Find Businesses for Sale
By John Bovard, CFP®
27 Sep: What is a Safe Harbor 401(k) Plan?
By John Bovard, CFP®
19 Jul: What are the Roles of a 401(k) Plan Advisor
By John Bovard, CFP®
12 Jul: What is an Accredited Investor?
By John Bovard, CFP®
05 Jul: What is Private Equity?
By John Bovard, CFP®
14 Jun: Spousal Lifetime Access Trusts (SLATs)
By John Bovard, CFP®
26 Apr: Office Real Estate – The Next Shoe to Drop?
By John Bovard, CFP®
19 Apr: Financial Capability Beyond April
By John Bovard, CFP®
12 Apr: April Market Commentary
By John Bovard, CFP®
05 Apr: How Do You Create Lasting Wealth?
By John Bovard, CFP®
27 Mar: How should you invest your assets after the sale of your business?
By John Bovard, CFP®
15 Mar: March Market Commentary: Why Aren’t Rate Hikes Working
By John Bovard, CFP®
08 Feb: February Market Commentary
By John Bovard, CFP®
25 Jan: Avoiding the Big Retirement Risks
By John Bovard, CFP®
11 Jan: Performance Chart for 2022
By John Bovard, CFP®
10 Jan: January Market Commentary
By John Bovard, CFP®
05 Jan: 529 Plan Rollover to a Roth IRA
By John Bovard, CFP®
03 Jan: Tuning Up Your Portfolio for 2023
By John Bovard, CFP®
28 Dec: 3 Keys to Retiring in 2023
By John Bovard, CFP®
22 Dec: Year-End Checklist
By John Bovard, CFP®
20 Dec: What are the effects of Declining Interest Rates?
By John Bovard, CFP®
07 Dec: 401k Plans aren’t just for Retirement, but Starting Early Matters
By John Bovard, CFP®
22 Sep: FAANGs Gone Value
By John Bovard, CFP®
10 Aug: August Market Commentary
By John Bovard, CFP®
03 Aug: Earnings Report Recap
By John Bovard, CFP®
02 Aug: Inflation, the Fed, and Recession are not Linear.
By John Bovard, CFP®
27 Jul: Retiring in a Volatile Market: Control What You Can
By John Bovard, CFP®
12 Jul: Turning the Bear Market into a Goldilocks Moment
By John Bovard, CFP®
23 Jun: What Just Happened? The Fed Increases Velocity and Accepts Reality
By John Bovard, CFP®
14 Jun: It’s Not About Inflation, It’s About Volatility
By John Bovard, CFP®
22 May: Retirement Plans For Small Business Owners
By John Bovard, CFP®
17 May: Are Fed Actions Working? Parsing the New Data
By John Bovard, CFP®
04 May: Berkshire Hathaway Annual Meeting 2022
By John Bovard, CFP®
30 Mar: Investing During Uncertain Times
By John Bovard, CFP®
22 Mar: The Federal Reserve vs. Inflation: Round One
By John Bovard, CFP®
14 Mar: Investing Moves to Make Now
By John Bovard, CFP®
07 Mar: February Market Commentary: Action and Reaction
By John Bovard, CFP®
14 Dec: Should You Buy Your Home or Just Rent It?
By John Bovard, CFP®
09 Dec: November Market Commentary
By John Bovard, CFP®
26 Nov: Managing Investments Means Managing Your Emotions
By John Bovard, CFP®
26 Oct: Stock Options: An Owner’s Manual
By John Bovard, CFP®
06 Oct: Direct Indexing – The Tax Savvy Investment Strategy
By John Bovard, CFP®
20 Aug: Market Analysis
By John Bovard, CFP®
06 Aug: Using Your Investment Account to Borrow
By John Bovard, CFP®
11 Jul: The Self-Directed IRA
By John Bovard, CFP®
03 Jun: Best Books About Money
By John Bovard, CFP®
20 May: Inflation is Rising, Here is Where You Can Look to Invest
By John Bovard, CFP®
10 Mar: Studying Berkshire Hathaway’s Annual Letter
By John Bovard, CFP®
24 Feb: Would a $15 Minimum Wage Work?
By John Bovard, CFP®
17 Feb: Investing in Disruptive Innovation Part 1
By John Bovard, CFP®
04 Feb: Instead Of Picking Stocks – Do These 3 Things First
By John Bovard, CFP®
15 Jan: IRS Enrolled Agent – Tax Planning
By John Bovard, CFP®
06 Jan: Set It & Forget It – Automate your finances
By John Bovard, CFP®
16 Dec: The Gift That Keeps on Giving
By John Bovard, CFP®
02 Dec: Bitcoin: Is It Time To Take It Serious?
By John Bovard, CFP®
21 Oct: Market Returns During U.S. Election Years
By John Bovard, CFP®
08 Oct: Triple Tax Advantage – Health Savings Accounts
By John Bovard, CFP®
23 Sep: Depreciation: A Tax Benefit to Real Estate Investing
By John Bovard, CFP®
31 Jul: Big Tech Plows Forward
By John Bovard, CFP®
23 Jun: Emergency Fund: Where to put the money and how much?
By John Bovard, CFP®
05 Jun: Tactical shifts for your portfolio
By John Bovard, CFP®
29 May: Has the market fully recovered?
By John Bovard, CFP®
12 May: A Defensive Investment Strategy
By John Bovard, CFP®
20 Mar: Is now the right time to buy stocks?
By John Bovard, CFP®
22 Nov: Non-Qualified Deferred Compensation Plans
By John Bovard, CFP®
15 Nov: How to Find Businesses for Sale
By John Bovard, CFP®
08 Nov: What are some ways Small Businesses can Innovate?
By John Bovard, CFP®
02 Nov: Qualified Business Income (QBI)
By John Bovard, CFP®
25 Oct: What is a Seller’s Note?
By John Bovard, CFP®
18 Oct: Unique Ways to Structure an Acquisition
By John Bovard, CFP®
11 Oct: Succession Planning for Business Owners
By John Bovard, CFP®
04 Oct: Non-Financial Metrics that a Business Owner should Consider?
By John Bovard, CFP®
27 Sep: What is a Safe Harbor 401(k) Plan?
By John Bovard, CFP®
20 Sep: Private Equity Firms: Criteria for companies they may invest in
By John Bovard, CFP®
13 Sep: What is a Business Rollup Strategy?
By John Bovard, CFP®
07 Sep: Profit Margins in Service-Based Businesses
By John Bovard, CFP®
29 Aug: Using an Investment Thesis to Purchase a Business
By John Bovard, CFP®
23 Aug: Benefits of Family Owned Businesses
By John Bovard, CFP®
16 Aug: How to Establish a Line of Credit for Your Company
By John Bovard, CFP®
02 Aug: How to Source a Business Acquisition
By John Bovard, CFP®
26 Jul: How to Determine the Value of a Business
By John Bovard, CFP®
19 Jul: What are the Roles of a 401(k) Plan Advisor
By John Bovard, CFP®
28 Jun: Obtaining a Fortress Balance Sheet
By John Bovard, CFP®
21 Jun: How to Ask for a Price Increase to Customers
By John Bovard, CFP®
07 Jun: Interest Rate Impacts on Small Businesses
By John Bovard, CFP®
03 May: Do Not Forget About CAPEX
By John Bovard, CFP®
26 Apr: Office Real Estate – The Next Shoe to Drop?
By John Bovard, CFP®
28 Mar: Preparing to Sell Your Business
By John Bovard, CFP®
27 Mar: What is the role of a Financial Advisor in managing your Company 401k?
By John Bovard, CFP®
27 Mar: How should you invest your assets after the sale of your business?
By John Bovard, CFP®
14 Mar: Owning and Operating Penn Station Franchises
By John Bovard, CFP®
22 Feb: 8 Steps in Writing a Business Plan
By John Bovard, CFP®
15 Feb: Setting Your Business Strategy for 2023
By John Bovard, CFP®
14 Feb: Owning and Operating an Executive Search Firm
By John Bovard, CFP®
31 Jan: Purchasing and Operating a Dental Practice
By John Bovard, CFP®
19 Jan: Key Focus Areas – Financial Due Diligence
By John Bovard, CFP®
18 Jan: Financial Due Diligence
By John Bovard, CFP®
14 Dec: M&A Attorney on Selling Your Business
By John Bovard, CFP®
23 Nov: Innovating and Building Multiple Businesses
By John Bovard, CFP®
27 Oct: Attention Business Owners and Entrepreneurs!
By John Bovard, CFP®
03 Oct: Buy Sell Agreements: Ensuring Smooth Business Transitions
By John Bovard, CFP®
10 May: Benchmarking Your Business For Growth
By John Bovard, CFP®
04 May: Berkshire Hathaway Annual Meeting 2022
By John Bovard, CFP®
19 Apr: Small Business Retirement Plans
By John Bovard, CFP®
12 Apr: Estate Planning for Business Owners
By John Bovard, CFP®
12 Oct: Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes
By John Bovard, CFP®
14 Sep: Selling a Family Business: Preparing for a Transformational Event
By John Bovard, CFP®
07 Sep: Executive Compensation: Cash Balance Plans
By John Bovard, CFP®
20 Aug: Market Analysis
By John Bovard, CFP®
06 Aug: Using Your Investment Account to Borrow
By John Bovard, CFP®
27 Jul: Preparing for a Small Business Loan
By John Bovard, CFP®
22 Jul: Considering a Company 401k Plan?
By John Bovard, CFP®
12 Nov: Preparing Your Business and Investments for More Lockdowns
By John Bovard, CFP®