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The Power and Value of Insurance

When developing, analyzing, and implementing wealth planning goals and objectives, many times the area of risk management can be overlooked. This is understandable as we are naturally inclined to think about the positive outcomes we hope and strive to achieve. Thinking of and developing plans to achieve our goals, and live out our most authentic life, is rewarding in and of itself and invokes positive emotions. Thinking about what could possibly come up to thwart those plans invokes the exact opposite set of emotions. So why then talk about it?

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Maximizing Your Windfall

The environment in which venture backed companies are going public today looks drastically different than in times past. When given a choice, there are many reasons why a company would choose to remain private and raise capital from the venture world, including to avoid the highly regulated environment that comes with becoming a publicly traded company. Late stage venture backed companies today have been provided this opportunity with, at times, seemingly endless amounts of VC money pouring into the private market.