FISCHER FINANCIAL SERVICES
Life insurance-based strategies can help you if you’re a business owner, if you’re trying to build a sizable estate, or if you want to help preserve that estate. This report…
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Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts…
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We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their…
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Being a family enterprise advisor (FEA) allows me to work with business families in a special capacity as trusted advisor for the family. An area I see frequently is inner…
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We are actively re-balancing based on market circumstances. The following is an example of what we expect our portfolio manager partners to be doing for our clients: In late 2019…
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The COVID-19 pandemic is an unprecedented event. It’s giving us time to reflect on the importance of family — including giving our family the legal tools to help if and…
read moreSince the start of my career as a financial planner this is the 4th significant pull back in the financial markets. We recommend portfolio managers have a balanced, dividend strategy…
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Check out our latest newsletter! In this issue, we wanted to share a couple of new tools that we believe will be of great value to our clients, what we’re…
read moreHere is a thoughtful piece by Imran Usmani, CPA, CA at QV Investors, Inc., where he offers insight and advise on investment and risk management. A well written article, worth…
read moreA recent study, ‘The Resilient Family Firm: Stakeholder Outcomes and Institutional Effects, conducted by co-authors, Marc van Essen, Michael Carney, Stephen Sapp, and Dr. Vanessa M. Strike revealed that family…
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