Jarrod Musick

Recent Posts

The Value of Portfolio Management in Interesting Times

on November 27, 2018 |By Jarrod Musick | Other
One of the values of having a financial advisor is receiving customized investment management. As a firm, we’ve embraced a philosophy of patience and not letting market changes interrupt the planning strategies we’ve built around the long-term goals of our clients.  It also means that it is incumbent on us to be a learning organization that diligently evaluates changes in market conditions. Below are a few key items that we’ve been monitoring and how they’ve contributed to the market volatility we’ve seen so far this year.  
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Building Systems or Fighting Fires

on November 15, 2018 |By Jarrod Musick | Business Owners
Every business owner has found themselves fighting a financial fire in their business or personal life, and sometimes both at the same time. You are not alone, we have all been there. It doesn’t mean that you did a bad job anticipating for it, it means that there was a system problem somewhere within your business model. The good news is that there are ways to build systems and automate most of the implementation so you can focus on growing your business and not fighting fires. It's less stressful and way more enjoyable. And let's face it, we could all use less stress these days.  
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Are You Prepared for a Business Transition?

on October 18, 2018 |By Jarrod Musick | Business Owners
At some point, we all need to transition the businesses we have built. That day may come in a year or in forty years. It could be in pieces over time or all at once, but it will come. Have you thought about what is going to happen when that day comes for your business? Most business equity transitions happen during our lifetimes. So, for now, I will focus on those and leave the transfers that occur at our death for another time. Of the types that happen during our lifetime, there are external transitions and internal transitions.  
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The Role of Life Insurance for Business Partners

on September 27, 2018 |By Jarrod Musick | Business Owners
As a business owner, there are opportunities to determine when to recognize income and when to be selective taking on expenses. One of the more frequent questions we get from business owners is “can the business pay for life insurance to reduce our taxes?”. The short answer is both “it’s complicated” and “no.”
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Design Your Business Around Your Health

on August 29, 2018 |By Jarrod Musick | Business Owners
 I live my life by eight core principles. One of them is: “Take care of your body, you only get one.” Money can buy a lot of things, but it can’t automatically buy you health. Taking the time to exercise, walk, or stretch each day as well as making intentional decisions about what I eat are foundational pieces to my vision of true wealth. But good health isn’t something that can happen overnight; it has to be built and maintained. This isn’t a blog about fitness and nutrition so I won’t go into the details on how to achieve good health. However, I do want to talk about the role that being a business owner can play in building the physical and mental health components of true wealth.  
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