July Newsletter

By John Bovard, CFP® Newsletters July 28, 2023

At Incline Wealth Advisors, we empower our clients to build lasting wealth and work with them to achieve their desired lifestyle. Each month we release blog posts, videos and other content that we believe will be beneficial in reaching those goals.

Check out the summaries of content that was released this month and use the links to view the full content pages for topics most appealing to you.

Hot Topics

Recap of Fortress Balance Sheets

July 6, 2023

In this video we recap our blog post from June on how to obtain a Fortress Balance Sheet.

We look at the 3 main components:
1. Robust Liquidity
2. Strong Capital Structure
3. Ability to Mitigate Financial Risks

Private Equity

July 5, 2023

In this blog post from The Financial Incline, we will delve into the concept of private equity, its distinct features, and its impact on the business landscape.

https://incline-wealth.com/2023/07/what-is-private-equity/

July 11, 2023

Watch along as we help you better understand what private equity is and why it could be a good investment for you.

Business Owners & Entrepreneurs

Accredited Investors

July 12, 2023

In this Blog Post from The Financial Incline, we look at Accredited Investors.

Read along as we discuss who they are, explore the qualifications, and discuss why this classification is essential.

https://incline-wealth.com/2023/07/what-is-an-accredited-investor/

Roles of a Retirement Plan Trustee

July 18, 2023

In this short Podcast Episode from The Financial Incline, we discuss the 4 major responsibilities of a Retirement Plan Trustee:

Plan Design
Plan Operations
Investments
Costs

As a Retirement Plan Trustee it is important to know your roles and responsibilities for the plan to ensure you are remaining in compliance and doing what is best for your company and employees.

What are the Roles of a 401(k) Plan Advisor?

July 19, 2023

In this blog post from The Financial Incline, we delve into the key roles and responsibilities of a 401(k) plan advisor.

We shed light on their importance in ensuring the success and financial well-being of the plan and plan participants.

https://incline-wealth.com/2023/07/401k-plan-advisor/

Business Valuation

July 26, 2023

If you are a prospective buyer, seller or investor of a business, properly determining the value of the business is crucial.

In this blog post from The Financial Incline, we discuss key considerations and methodologies in business valuation.

Read along for more information to help ensure you are taking the necessary steps when assessing the worth of the business.

https://incline-wealth.com/2023/07/how-to-determine-the-value-of-a-business/

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

This content not reviewed by FINRA