Exit Planning Strategies
Exit Planning Strategies for Family Owned Businesses, will you take the Traditional approach of will your plan be based on your Vision, Values, and Purpose?
Covered Strangle
Covered Strangle is an effective strategy for generating additional income in a moderately bullish or range-bound market scenario. However, like all options strategies, it comes with risks, including the funny tweets at the end of the story.
Subscription-Based Financial Planning
Subscription-Based Financial Planning Fee arrangement is designed to deliver a better value for clients who need ongoing financial advice, planning, and coaching.
Happy Thanksgiving from Brussels with Honey and Bacon
Just wanted to send out a hearty “Happy Thanksgiving!” message full of gratitude, love, and one of my favorite recipes: Maple Roasted Brussels Sprouts with Bacon
BayRock on YouTube
The BayRock Financial Client Video Playlist includes tips, tools, ideas, and Financial Planning Resources for Retirement and Investment Management.