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May 2024 Investment Update
May 29, 2024Recent Insights
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Making Cents: What If You Can’t Work?
Many people spend a lot of time planning and worrying about what may happen to their stakeholders if they pass away pre-maturely. Stakeholders for purposes of this discussion are considered loved ones such as a spouse, partner, children and family, your fellow shareholders of the business or the clients of your business for whom you’ve…
![Carnival day](https://napierfinancial.com/wp-content/uploads/2024/07/IMG_6425-784x560.jpg)
Fun Day at the Carnival
Summer is in full swing, which means the local town carnivals are starting to pop up and my inner childhood rollercoaster-junkie is filling with nostalgic excitement. I remember growing up in the 90’s when my dad worked for Stop & Shop Technology, and much to my delight they had a summer Employee Appreciation Day at…
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Making Cents: The Ups and Downs of Family Owned Real Estate
Some families intentionally pool their resources to make investments in real estate. Others inherit properties and become partners, whether that was their plan or not. Either way, owning real estate with family members can be a great way to benefit from family resources or be the straw that breaks the camel’s back with respect to…
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