Strategic fit is defined as “a situation that occurs when a specific project, target company, or product is seen as appropriate with respect to an organization’s overall objectives.” Company executives seeking to expand through a merger or acquisition will look… Read More
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Investing for the Next Decade ( 7 perspectives on what the world in 2030 will look like)
The 2030s may seem like the distant future and certainly not a focus for many of us looking to just make it through these challenging current times. However, we, at BWFA, spend much of our time considering what life will… Read More
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To Borrow or Not to Borrow?
Many clients have enviable cash balances in the bank, and if not, ample invested funds, to draw all at once to purchase large ticket items — homes, cars, boats. In the past, those of us who are in any way… Read More
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Am I Having Enough Withheld?
If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during… Read More
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Do You Have Too Much Cash, Earning Too Little?
Determining the right amount of cash to hold is a much more complicated decision than most people think. You want to have enough cash on hand for monthly expenses, for unexpected large expenditures, and for an emergency fund in case… Read More
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A Scientific Reason to Stop and Smell the Roses [The importance of fostering appreciation]
A study suggests people are happier when they take time to appreciate the good things in life. “Stop and smell the roses” may be a cliché, but research suggests it’s sound advice for finding satisfaction in life. A study in… Read More
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Why is a Comprehensive Portfolio Assessment So Important? [23 Factors that Impact your Investment Portfolio]
BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Portfolio Manager. How will your portfolio score? Sign up for this important webinar to learn how to… Read More
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What is a Donor-Advised Fund (DAF)?
What is a donor-advised fund (DAF)? A donor-advised fund (DAF) offers an easy way for a donor to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation but requires less money,… Read More
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Evaluating An Early Retirement Offer
In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it… Read More
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