RESOURCES
Our resources are designed to inspire you to think and ask questions about wealth-planning and your financial goals. Take a look at our collection, and contact us to learn more about how we can help with your financial planning needs.
RESOURCES ON THE ENTREPRENEURIAL MINDSET:
EO Talk: The Entrepreneur's Opportunity Cost
Ali Nasser explains how and why entrepreneurs see risk differently than the rest of the world. Furthermore, he explains the concept of the Entrepreneur's Opportunity Cost TM and how the most successful business owners use it to change the way they make every future decision for their business and investments.
IC-DISC Podcast Featuring Ali Nasser
Ali is a featured guest of the March edition of the IC-DISC podcast. The podcast features the challenges business owners face, the biggest misconceptions people have about wealth, and includes some stories Ali has encountered while working with business owners over the past decade.
COVID-19 RESOURCES:
Looking Ahead at the Next 90 Days
Have you thought about what your plan will be when the light goes green? For the last several weeks business owners have been tackling obstacles due to COVID-19, but at some point the world will reopen and it's critical to have a plan. This recorded webinar reviews the best personal planning opportunities for business owners in the current environment and market.
Key Business & Tax Considerations with Briggs and Veselka
Do you have questions about what you should be doing given the current
market environment? Briggs & Veselka CPAs and AltruVista recorded their town hall
webinar in which they discussed key business and tax considerations during COVID-19, giving an overview of what business owners should be doing, and looking for, during this time of uncertainty. Webinar recorded April 23rd, 2020.
Market Insights and Q&A with Dimensional Fund Advisors
Christian Newton (Regional Director, Dimensional Fund Advisors) and Ali
Nasser, CFP®, AEP® (CEO, AltruVista) discuss the current state of the financial
markets, providing a historical perspective on market declines during previous
world events and giving an overview of what business owners should be doing,
and looking for, during this time of volatility.
A Business Owner's Perspective on the Bear Market
This unprecedented time is undoubtedly leading to many questions from your business owner clients. Right now business owners across the world are working with the executive teams to ensure business continuity, but it’s important that they look at their personal balance sheet for opportunities as well (recorded April 9th, 2020)
Key Business & Legal Considerations with BoyarMiller Attorneys at Law
AltruVista and BoyarMiller teamed up for a virtual town hall discussion on April 16th, 2020. Matt Veech, Shareholder BoyarMiller, Chris Hanslik Firm Chairman BoyarMiller, and Ali Nasser, CEO AltruVista discuss key business and legal considerations during COVID-19.
Current Market Perspectives
AltruVista reviews the recent volatility in the financial markets and provides perspective on the events of the last few weeks (recorded March 18th, 2020)
ARTICLES:
What the COVID-19 Stimulus Bill Means for Business Owners
AltruVista, March 30, 2020
On Friday March 27th, President Trump signed a $2 trillion stimulus legislation to allocate funding to support the US economy through the COVID-19 pandemic...
