The [best season starts in] October Newsletter

The [best season starts in] October Newsletter

In this newsletter:

  1. Check out my new website.
  2. What is a Certified Exit Planning Advisor?
  3. September Monthly Recap from Raymond James.


Nate Collins works with a select number of business owners and their families to help achieve their financial goals. Nate provides in-depth tax-mitigation strategies and estate planning.


MY UPDATED BRANDING?

In today's complex financial landscape, finding the right wealth management advisor can be confusing. Business owners have unique needs and challenges that may be best addressed by a specialist. That is where I come in.

I'm excited to announce the launch of my new website, showcasing my core service:

Wealth Advisory and Exit Planning for Business Owners

Check out Raymondjames.com/founderwealthstrategies and let me know what you think.

MY ARTICLE

The CEPA Advantage: why business owners should consider a financial advisor with specialized exit planning expertise.

As a Certified Exit Planning Advisor? (CEPA) and former CEO, I bring a unique skill set to wealth management for business owners. Here's why this matters:

Specialized Expertise: CEPAs focus on the holistic picture of your entrepreneurial journey and its intersection with personal financial goals.

Comprehensive Approach: We work alongside your existing financial advisor, adding targeted expertise in:

  1. Value enhancement strategies
  2. Tax optimization for business exits
  3. Succession planning

Long-term Vision: Exit planning is an ongoing process, that can begin as soon as you start your company. We provide guidance throughout your journey.

Read more about the CEPA Advantage here.

RAYMOND JAMES MARKET RECAP - September 2024

Despite September typically being weak for stocks, the S&P 500 achieved its first positive September since 2019, reaching its 43rd record high of the year. Key highlights:

  • The Federal Reserve cut interest rates by 50 basis points
  • Job growth slowed but remained strong; unemployment decreased to 4.2%
  • Small- and mid-size companies performed well
  • Global economic shifts: ECB cut rates, Bank of England held steady, China announced stimulus measures

Full market recap here

YOUR CALL TO ACTION

If you're a business owner who hasn't updated your estate or personal tax strategy recently, now is the time. Let's connect and ensure your business and personal wealth strategies are aligned for maximum benefit.

?

Best regards,?

Nate Collins, CEPA?

Financial Advisor

nate.collins@raymondjames.com?

Opinions expressed in the attached article are those of the author/speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.?

Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

?

?

Excellent work Nate

赞
回复

要查看或添加评论,请登录

Nate Collins的更多文章

  • The [magic happens in] February Newsletter

    The [magic happens in] February Newsletter

    In this newsletter: Why every business owner should have a personal financial plan. Overconfidence is a silent killer…

  • The [hope we gets some snow this] January Newsletter

    The [hope we gets some snow this] January Newsletter

    MY RECAP The S&P finished the year up 23%. This marks the second consecutive year of annual gains exceeding 20%, which…

  • The [can we keep it going?] December Newsletter

    The [can we keep it going?] December Newsletter

    Nate Collins works with a select number of business owners and their families to help achieve their financial goals…

    1 条评论
  • The [it’s already] November Newsletter

    The [it’s already] November Newsletter

    In this newsletter: The S&P is up about 2,000% since 1987. Raymond James releases Q4 earnings.

  • The CEPA? Advantage

    The CEPA? Advantage

    Business Owners Should Consider Financial Advisors With Specialized Exit Planning Expertise In the complex world of…

  • The [welcome back to work] September Newsletter

    The [welcome back to work] September Newsletter

    MY NEW (OLD) HOUSE We finally took the plunge and moved into our new house last month. Like some of you, we've been…

  • The [most interesting] August Monthly Newsletter [you will receive]

    The [most interesting] August Monthly Newsletter [you will receive]

    Nate Collins works with a select number of business owners and their families to help achieve their financial goals…

  • July 2024 Newsletter

    July 2024 Newsletter

    Nate Collins is a Financial Advisor and Certified Exit Planning Advisor at Raymond James. He works with a select number…

  • Estate Planning and Tax Mitigation Strategies for Business Owners: An Overview

    Estate Planning and Tax Mitigation Strategies for Business Owners: An Overview

    Nate Collins is a Financial Advisor at Raymond James and a Certified Exit Planning Advisor (CEPA?). He works with a…

  • June 2024 Newsletter

    June 2024 Newsletter

    Nate Collins is a Financial Advisor and Certified Exit Planning Advisor at Raymond James. He works with a select number…

社区洞察

其他会员也浏览了