Stay informed about the latest developments in the investment landscape and essential financial planning news from the Portus team. Each month, we share valuable insights and perspectives on market trends and strategies designed to help you make confident decisions. With these updates delivered directly to your inbox, you’ll be equipped to navigate your financial journey effectively.

Two people talking
  • Images of a stack of coins, each with a letter on top spelling taxes. A pair of scissors is cutting off the "es" in taxes, making the headline "Tax Cut Bill".
    May 13, 2025||Strategy||2.9 min||

    2025 Tax Cut Bill

  • Desk covered with spreadsheets and investment charts with the headline "Investment Analyst"
    May 13, 2025||Investment||2.7 min||

    A Day In The Life Of An Investment Analyst

  • Futuristic wall with the words "Advanced Retirement Plan Strategies".
    May 12, 2025||Business||5.3 min||

    Advanced Retirement Plan Strategies for Profitable Charlotte Businesses

  • May 11, 2025||Business||52.7 min||

    The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  • Man looking out floor to ceiling windows over a city with the words "What's Your Business Really Worth?"
    May 9, 2025||Business||5.2 min||

    Understanding What Your Charlotte Business is Really Worth

  • Picture of older man with thick glasses loooking at a book of pictures with the words "What Are Your Business Blindspots?"
    May 7, 2025||Business||5.6 min||

    Top 5 Financial Blind Spots for Successful Charlotte Entrepreneurs

  • Large key connecting separate cliffs with people walking across with text that says "When should I: Business Succession Planning".
    May 5, 2025||Strategy||4 min||

    Is It Ever Too Early? The Right Time for Charlotte Business Owners to Start Succession Planning

  • Dark room with serious looking people around a table with the header "Founder Secrets: With Martin Eveleigh".
    May 2, 2025||Business||2.5 min||

    Founder Secrets: Build, Grow & Exit Your Business

  • Guy walking between two cliffs on a tightrope with the words "What's your buiness risk strategy".
    May 2, 2025||Insurance||3.9 min||

    Is Your Charlotte Business Protected? Key Financial Risks Owners Overlook

  • Man looking at wall of boxes with retirement plans to chose from, including 401k, Simple, and SEP.
    April 30, 2025||Strategy||5.7 min||

    401(k) vs. SEP vs. SIMPLE: Choosing the Right Retirement Plan for Your Charlotte Business

  • A set of five keys in the middle of the light filtering between four skyscrapers with the words "5 keys to a successful exit".
    April 28, 2025||Strategy||4.9 min||

    5 Steps To Prepare Your Charlotte Business For A Successful Sale

  • Immaculate gears and belts on a car engine with the heading integrated financial planning.
    April 25, 2025||Strategy||4.3 min||

    Why Charlotte Business Owners Need Integrated Financial Planning

  • April 2025 Economic and Investment Update
    April 8, 2025||Investment||2.9 min||

    April 2025 Economic And Investment Update

  • April 2025 Financial Planning Strategies
    April 8, 2025||Strategy||2.6 min||

    April 2025 Financial Planning Strategies

  • April 8, 2025||Estate Planning||51.1 min||

    Charitable Giving With Brandon Davis | Charting Opportunities

  • April 8, 2025||Estate Planning||50.5 min||

    Estate Planning For Business Owners | Charting Opportunities

  • AI and Robotics
    April 4, 2025||Technology||3.7 min||

    AI And Robotics For The Blue Collar Sector

  • March 19, 2025||Strategy||38.7 min||

    Managing Stress As A Business Owner | Charting Opportunities

  • March 17, 2025||Business||61.6 min||

    Selling Your Business to Private Equity | Charting Opportunities

  • March 16, 2025||Insurance||52.4 min||

    Business Valuation And How To Increase It | Charting Opportunities

  • Charting Opportunities thumnail with Harold Howell's name, his company (Spartan Corporate Advisors) and the name of the talk (Commercial Insurance Strategies).
    March 14, 2025||Insurance||41.6 min||

    Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities

  • march 2025 financial planning strategies
    March 11, 2025||Strategy||4.3 min||

    March 2025 Financial Planning Strategies

  • march 2025 economic and investment update
    March 11, 2025||Strategy||4.1 min||

    March 2025 Economic and Investment Update

  • January 14, 2025||Business, Estate Planning, Insurance||2.7 min||

    Estate Planning – Structuring Around Business Transitions

  • Sunset
    December 10, 2024||General||2.5 min||

    Health and Wellness

  • Sunset
    December 9, 2024||Insurance||4.7 min||

    Insurance Business Solutions

  • Pier
    November 2, 2024||Business||2.3 min||

    Selling Your Business to Private Equity: The Current Landscape for Lower and Middle Market Business Owners

PORTUS WEALTH ADVISORS

Charting Opportunities

Discover the essentials of business valuation and how to maximize your company’s value as you plan for financial independence. This kick-off event covers everything from valuation approaches to preparing for a successful exit.