by Meenakshi Sharma | Jun 18, 2024 | In The News
Professional athletes receiving large signing bonuses can secure long-term stability by diversifying their investments. Chad Willardson of Pacific Capital advises dividing funds into three key areas: safety (low-risk accounts for liquidity), passive income (like real...
by Meenakshi Sharma | Jun 17, 2024 | In The News
After decades of coaching some of the world’s most successful entrepreneurs, certain principles consistently emerge as keys to achieving both professional success and personal fulfillment. Here are seven strategies that fuel prosperity and well-being: Write Down Your...
by Meenakshi Sharma | Jun 11, 2024 | In The News
Starting a business can be exhilarating, but financial missteps are a common pitfall that causes many startups to fail within their first five years. Here are the top financial mistakes entrepreneurs often make—and strategies to avoid them: Undercapitalization: Many...
by Meenakshi Sharma | Jun 9, 2024 | In The News
In 2011, Chad Willardson left a high-paying job at Merrill Lynch to start Pacific Capital, a wealth management firm focused on entrepreneurs. Despite the perks and stability of a Wall Street role, Willardson grew frustrated with corporate bureaucracy and a lack of...
by Meenakshi Sharma | May 28, 2024 | In The News
Many business owners neglect tax planning, leading to avoidable high taxes. Instead of relying on reactive accountants, entrepreneurs should seek forward-thinking tax advisors who provide year-round strategic advice, keep current with tax laws, and understand their...
by Meenakshi Sharma | May 16, 2024 | In The News
Savings bonds offer a secure way to grow your money over time with the backing of the U.S. government, making them a low-risk investment option. Here’s a breakdown of how they work: Types of Savings Bonds: The most common are Series EE and Series I bonds. Series EE...
