Financial Planning

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  A Day In The Life Of An Investment Analyst

  Tags: A Day In The Life Of An Investment Analyst, Barron's, Charlotte financial planner, Charlotte NC Financial Planner, Client Goals, Fiduciary Duty, Financial Planning, FSInsight, Goldman Sachs, Independent Thinking, InvesTech, Investment Analysis, Investor Sentiment, JP Morgan, Macroeconomic Outlook, Market Research, Morgan Stanley, NC financial planner, Portfolio Management, Portus Wealth Advisors, risk management, Sector Analysis, UBS, Wall Street Journal
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  The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  Tags: Accounting, Business Consulting, Business Decision Making, Business Finance, Business Financial Health, Business Growth, Business Owner Advice, Cardinal Finance, Cash Flow Management, CFO Services, Charlotte Business, Charlotte NC business advisor, Charlotte NC Financial Planner, Charting Opportunities, Entrepreneurship, Exit Strategy, Finance for Business Owners, Financial Leadership, Financial Management, Financial Oversight, Financial Planning, Financial Strategy, Fractional CFO, Greg Brown, Hiring a CFO, M&A Prep, Medium Sized Business, NC financial planner, Outsourced CFO, Part Time CFO, Portus Wealth Advisors, Profitability, Scale Up Finance, Small Business CFO, Startup Finance, Strategic Finance
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  April 2025 Financial Planning Strategies

  Tags: April 2025 Financial Planning Strategies, Asset Allocation, Bear Market, Emergency Fund, Financial Planning, investing, Investment Strategy, Investor Psychology, Long-Term Investing, Market Correction, Market Volatility, Personal Finance, Portus Wealth Advisors, Retirement Planning, risk management, Tax-Loss Harvesting, wealth management
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  Charitable Giving With Brandon Davis | Charting Opportunities

  Tags: Appreciated Assets, Brandon Davis, Business Owners, Business Sale, C-Corporation, Capital Gains Tax, Charitable Giving, Charting Opportunities, Complex Assets, DAF, Donor Advised Fund, exit planning, Financial Planning, Gifting Business Interest, Grant Making, National Christian Foundation, NC financial planner, NCF, Non-Cash Assets, Philanthropy, portus wealth, Portus Wealth Advisors, Privately Held Business, Tax Deduction, Tax planning, Valuation, wealth management
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  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
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  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management
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  March 2025 Financial Planning Strategies

  Tags: Budgeting, Debt-to-Income Ratio, Financial Advice, Financial Goals, Financial Planning, Financial Strategy, Home Affordability, Home Buying, Home Equity, Homeownership, Investment Property, March 2025 Financial Planning Strategies, Mortgage, Mortgage Rates, Personal Finance, Portus Wealth Advisors, Real Estate, Real Estate Investing, Second Home, wealth management
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  March 2025 Economic and Investment Update

  Tags: Business Impact, Consumer Impact, Diversification, Economic Analysis, Economic Growth, Economic Implications, Financial Markets, Financial Planning, Global Markets, Investment Advice, Investment Outlook, Investment Strategy, March 2025 Economic and Investment Update, Market Uncertainty, Market Volatility, Portfolio Positioning, Supply Chain, Tariffs, Trade Policy, Trade Tariffs, US Economy
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  Does Hiring A Fractional CFO Make Sense For Your Business?

  Tags: Accounting, Benefits of a Fractional CFO, Business Finance, Business Growth, Business Networking, Business Owners, Business Sale, Business Strategy, Business Success, Business Valuation, Cash Flow, CFO Services, Clean Financials, Do I Need a CFO?, EBITDA, Entrepreneurship, Financial Clarity, Financial Complexity, Financial Forecasting, Financial GPS, Financial Insights, Financial Management, Financial Planning, Financial Reporting, Fractional CFO, Fractional CFO Cost, Greg Brown (Cardinal Finance), Guest Speaker, HVAC Industry, Improving Profitability, Local Event, Managing Finances, Numbers Guy, Podcast, Practical Advice, Real World Examples, Scaling Business, Small Business Finance, Succession Planning, Tax Efficiency, Triple C's Barrel Room, When to Hire a Fractional CFO
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  Business Owner Charitable Giving Strategies

  Tags: Business Asset Donations, Business Owner Charitable Giving, Business Owners, Business Philanthropy, business succession planning, Capital Gains Tax, Charitable Contributions, Charitable Giving Strategies, Closely Held Business, Community Impact, Donating Appreciated Assets, Family Business Giving, Financial Planning, Legacy Building, Marketable Securities, National Christian Foundation, NCF, Non-Cash Asset Donations, Philanthropy, Selling a Business Charitable Giving, Small Business Giving, Stock Donations, Strategic Giving, Tax Benefits, Tax Efficient Donations, wealth management