August Newsletter

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At Incline Wealth Advisors, we help our clients to build wealth and 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.

Investments and Marketing Trends

Earnings Recap Report

August 10, 2023

August 10th was the halfway point for earnings season, here is a recap of 4 companies, Amazon, Apple, Berkshire Hathaway & Great American Insurance.

Looking at these companies helps show what the market is telling us and what are some signs in the economy.

Money Markets, Bonds & CDs

August 24, 2023

For the first time in over a decade you can earn a decent yield on your cash. However, do not be surprised when you receive a 1099 letting you know that you owe taxes on that interest earned.

  • For Treasury Bills and Money Market funds here are the tax consequences.
  • Interest earned on either is taxed as ordinary income
  • T Bills are exempt from State & Local Taxes
  • There are Taxable & Tax-exempt Money Market FundsDepends on theunderlying investments
    • Taxable normally have higher yields

Check out this article from the Wall Street Journal to learn more:

Investment Trends in the Market

August 18, 2023

Insight as to what was going on in the market the week of August 14th.

  • Bond Interest Rates are rising
  • Mortgage rates hit a 20 year high
  • Base Case scenario is now a soft landing
  • Retail sales reported strong numbers with the exception of Target
August 25, 2023

Insight as to what was going on in the market the week of August 21st.

  • Cash is King, again
  • Retailers take it on the chin
  • Nvidia stays hot
  • Awaiting Fed Chair Jerome Powell’s speech

Business Owners & Entrepreneurs

New Podcast Episode: Business Valuation

August 1, 2023

In this episode, Ely Friedman and I sit down to discuss Business Valuation. If you are looking to sell or buy/acquire a business, this episode is for you.

During our conversation Ely and I talked about the following:

  • Different methods you can use to value your business
  • What to look for in a company’s financial statements
  • What are common valuation multiples we see today
  • Ways to increase the value of your company

Business Acquisitions

August 9, 2023

In this blog post from The Financial Incline, we talk about business acquisitions.

Read along as we explore some of the best ways to find a business to acquire and highlight key considerations for a successful acquisition.

Establishing a Line of Credit

August 16, 2023

Establishing a line of credit is a valuable financing tool for businesses. It provides flexibility and quick access to funds when needed.

In this blog post from The Financial Incline, we discuss the process of setting up a line of credit for your business, highlighting key considerations and requirements.

Using an Investment Thesis to Purchase a Business

August 29, 2023

An investment thesis serves as a roadmap for purchasing a business, providing a clear framework to guide your decision-making process.

Read along in this Blog post from The Financial Incline to explore how an investment thesis can be leveraged in buying a business.

August 30, 2023

Listen along as we discuss 4 key components that go into an Investment Thesis and how this can help you when looking to purchase a business.

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Read more articles on our Blog by clicking the link below.
The Financial Incline – Blog
Watch more episodes on our YouTube Channel by clicking the link below.
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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

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